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.

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