Total Clarity Wealth Management, Inc
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Overview
Total Clarity Wealth Management, Inc is located at 525 Tyler Rd, Saint Charles, IL. The firm employs 23 financial advisors to manage client portfolios and provide financial guidance. Total Clarity Wealth Management, Inc is not a registered broker-dealer.
Total Clarity Wealth Management, Inc oversees $458.0 million in assets under management across 2,033 accounts, of which 2,019 are discretionary and 14 are non-discretionary. Over the past year, the firm has provided financial planning services to between 11 and 25 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. The firm caters to retail investors, high net worth investors, charitable organizations, and corporations, with retail investors being the largest client type by accounts. The fee structure at Total Clarity Wealth Management, Inc includes asset-based, hourly, fixed, and other fees. The firm has 159 high net worth clients and maintains affiliations with an accountant or accounting firm, a lawyer or law firm, and a real estate broker or dealer.
Total Clarity Wealth Management, Inc is registered in the states of Alabama, Arizona, California, Colorado, Florida, Georgia, Illinois, Indiana, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nebraska, Nevada, North Carolina, Ohio, Pennsylvania, Tennessee, Texas, and Wisconsin.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Total Clarity Wealth Management, Inc by the Numbers
$458.0 million
24
2,033
$225.3 thousand
Products and Services
Total Clarity Wealth Management, Inc provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars, and other services. In the past financial year, Total Clarity Wealth Management, Inc provided financial planning services to 45621 of its customers. The Firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees typically depend on the type of services offered. Fees charged by Total Clarity Wealth Management, Inc may include any blend of the following fee types: asset-based, hourly, fixed, or other. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
Types of Clients
The firm caters to retail investors, high net worth investors, charitable organizations, and corporations. Out of its 4 clients, Total Clarity Wealth Management, Inc's biggest client type by number of accounts is high net worth investors, though it also serves 159 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 17.26%
- Other Individuals - 82.3%
- Corporations - 0.22%
- Charitable Organizations - 0.22%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Total Clarity Wealth Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Total Clarity Wealth Management, Inc
Arlington Heights, IL
Saint Charles, IL
Saint Charles, IL
Saint Charles, IL
Naperville, IL
Edwards, IL
Batavia, IL
Gainesville, FL
Arlington Heights, IL
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