Broker Check

Services

A Personalized Approach

At Clear Resource, we believe no single strategy fits everyone. That is why every client gets our focused attention--from planning, to execution, to follow-up. We take a proactive approach to help you develop a strategy that addresses your financial goals and objectives, using the most efficient methods available.

Once we thoroughly understand your goals and means, we can provide you, your family, and your business with solutions that work.

What We Offer

We provide cost-efficient portfolio construction, comprehensive wealth management, and ongoing discussions to earn your confidence and help you achieve your goals. We offer a range of planning resources and services to help you reach your goals:

Comprehensive Portfolio Management

  • Ongoing Investment Monitoring 
  • Periodic Reviews 
  • Investment Strategies
  • Income Distribution Planning

Financial Planning

  • Wealth Management Strategies
  • Retirement Planning
  • Cash Flow and Tax Planning
  • Estate Planning
  • Coordination with Other Professionals

Business Solutions

  • Retirement Plans
  • Small Business Consulting
  • Non-Qualified Plans
  • Coordination with other Professionals: Insurance Agents, TPAs, CPAs, and Attorneys

Our Fee Structure

Since we are a fee-only investment advisory practice, our annual advisory fees are calculated simply as a percentage of assets under management (AUM) or an hourly planning fee. Most importantly, our advisory fee is negotiable, depending on individual client circumstances. The cost range is between 0.25% to 1.85% on AUM and a $300 hourly fee for financial planning services based on your personalized plan.

For business and retirement plan services, our advisory fees for these customized services will be negotiated with the plan sponsor or named
fiduciary on a case-by-case basis. The cost range is between 0.20% to 0.75% on plan size.

Have a Question? Contact Us Here

Name
Email
Question
Thank you!
Oops!