Total Clarity Wealth Management, Inc
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Overview
Total Clarity Wealth Management, Inc operates as a financial advisory firm headquartered in Saint Charles, Illinois. It handles $329.1 million in assets over 1,470 accounts, placing it in the mid-tier of firms in the country by assets under management (AUM). It has a small group, including 14 financial advisors. Total Clarity Wealth Management, Inc is not a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead has to go through a broker-dealer firm to do so. Securities are tradable financial investments such as bonds, stocks and options.
Total Clarity Wealth Management, Inc oversees the majority of the firm's accounts on a discretionary basis. Discretionary management signifies that an investment advisor has the discretion to make buy and sell choices without needing to seek client authorization. The company also manages 16 non-discretionary accounts with a total of $2.4 million in assets. The firm oversees about $223,861 in assets for each client account. The typical financial advisor at Total Clarity Wealth Management, Inc manages about 105 client accounts.
Total Clarity Wealth Management, Inc's central office is located at 525 Tyler Rd, Saint Charles, Illinois 60174. Total Clarity Wealth Management, Inc is legally registered to serve customers throughout 16 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Total Clarity Wealth Management, Inc by the Numbers
$329.1 million
19
1,470
$223.9 thousand
Products and Services
Total Clarity Wealth Management, Inc provides a number of services, including financial planning services, portfolio management for individuals and small businesses, educational seminars and other services. In the prior fiscal year, the firm provided 1-10 of its customers with financial planning services. Total Clarity Wealth Management, Inc does not sell products or offer services other than investment advice to its investment advisory customers. The firm also has a number of financial industry affiliations, including with an accountant or accounting firm and lawyer or law firm.
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 usually vary depending on which service is provided. Fee types billed by Total Clarity Wealth Management, Inc most likely consist of any blend of the following fee structures: asset-based, hourly, fixed or other. Wrap fee programs, or the practice of bundling services for a single fee, are offered by Total Clarity Wealth Management, Inc.
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
Total Clarity Wealth Management, Inc works with retail investors, high net worth investors, charitable organizations and corporations. Out of its 1,470 clients, Total Clarity Wealth Management, Inc's biggest client is retail investors, but it also caters to 150 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 24.12%
- Other Individuals - 75.24%
- Corporations - 0.32%
- Charitable Organizations - 0.32%
* 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
Edwards, IL
Naperville, IL
Saint Charles, IL
Batavia, IL
Saint Charles, IL
Saint Charles, IL
Saint Charles, IL
Saint Charles, IL
Saint Charles, IL
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