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How Does CLEAR FIDUCIARY CONSULTANTS, LLC Help Clients? – Key Takeaways:
CLEAR FIDUCIARY CONSULTANTS, LLC is a financial consulting firm that helps clients achieve their financial goals through personalized and unbiased advice. The advisors at CLEAR FIDUCIARY CONSULTANTS, LLC act as fiduciaries, meaning that they have a legal obligation to act in the best interest of their clients. This ensures that clients receive honest and transparent advice that is tailored to their specific financial needs.
Facts and Insights
CLEAR FIDUCIARY CONSULTANTS, LLC was founded in 2010 and is based in New York City. The firm has over 50 advisors who collectively have over 100 years of experience in the financial industry. They specialize in providing holistic financial planning services and investment management to individuals, families, and small businesses.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 10 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Solutions
- Education Planning
Client Types
CLEAR FIDUCIARY CONSULTANTS, LLC serves a wide range of clients, including high net-worth individuals, business owners, professionals, and retirees. They also work with families and multi-generational households to create long-term financial plans that span generations.
Fees & Compensation
CLEAR FIDUCIARY CONSULTANTS, LLC operates on a fee-only basis, meaning they do not earn commissions or sales incentives. This ensures that their advice is unbiased and in the best interest of their clients. They charge a flat fee based on the assets under management, making their fees transparent and easy to understand.
Background
The advisors at CLEAR FIDUCIARY CONSULTANTS, LLC are highly qualified and hold various professional certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). They have a deep understanding of the financial industry and use their expertise to provide clients with sound financial advice.
Financial Advisor Disclosures to Know
CLEAR FIDUCIARY CONSULTANTS, LLC has a clean record with no disciplinary actions taken against them by regulatory authorities. This is a testament to their ethical and professional standards, providing clients with peace of mind knowing their finances are in safe hands.