Clarity Asset Management, Inc
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Overview
Clarity Asset Management, Inc operates as a financial advisory firm based in Ames, Iowa. Clarity Asset Management, Inc oversees $191.0 million in assets over 582 accounts, making it a mid-tier firm in the country by assets under management (AUM). Clarity Asset Management, Inc has a small team, including 4 financial advisors. Clarity Asset Management, Inc is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its clients and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable financial investments such as equities, bonds and options.
Clarity Asset Management, Inc administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell decisions for the client's account are made by an investment advisor without needing to seek client approval. The company manages roughly $328,160 in assets for each client account. The average financial advisor at Clarity Asset Management, Inc manages about 146 client accounts.
Clarity Asset Management, Inc's central office is at 2117 Philadelphia Street, Ames, Iowa 50010. Clarity Asset Management, Inc is permitted to serve investors across a few states, including Iowa and Nebraska.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Clarity Asset Management, Inc by the Numbers
$191.0 million
5
582
$328.2 thousand
Products and Services
Financial services offered by Clarity Asset Management, Inc include financial planning services and portfolio management for individuals and small businesses. In the past fiscal year, Clarity Asset Management, Inc provided 101-250 of its customers with financial planning services. The firm does not sell products or offer services other than investment advisory services to its investment advisory accounts.
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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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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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
A financial advisor's fees largely vary depending on which services are offered. Fee types billed by Clarity Asset Management, Inc likely are comprised of some combination of the following fee structures: asset-based or fixed. Clarity Asset Management, Inc does not supply a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Clarity Asset Management, Inc caters to retail investors, high net worth investors and charitable organizations. Out of its 582 accounts, Clarity Asset Management, Inc's largest client type is retail investors, but it also caters to 66 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 24.81%
- Other Individuals - 74.81%
- Corporations - 0%
- Charitable Organizations - 0.38%
* 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
Clarity Asset Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Clarity Asset Management, Inc
Ames, IA
Ames, IA
Ames, IA
Ames, IA
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