Our Success is Aligned with Your Success
First, our goal is to build long-term relationships with our clients. We intend to be there when you buy your next home, have a child or grandchild, see kids go off to college or get married and to celebrate with you when you reach retirement.
Secondly, our compensation is primarily based on the value of your assets. When your portfolio rises, we earn more on your account. If values drop, we likewise see a drop in revenue. In other words, we succeed when you succeed. Some financial advisors are compensated solely on commissions when they 'sell' you a product. There is less incentive to stay on top of your accounts, when compensation is not linked to the rise or fall of your portfolio.
As full service financial advisors, we can also provide just financial planning services. This is for those who are comfortable with their own investment management skills.
Lastly, we do not want to work with every potential client who is out there. We aim to work only with those who share our values and can become our friends.
Clear Wealth Management offers a commitment to ethics and integrity. We provide independent recommendations and professional guidance, guided by over two decades of financial services experience.
As a fiduciary for our advisory clients, we promise to put your interest ahead of their own, with a duty to preserve good faith and trust. We are bound, both legally and ethically, to act in our client's best interests.
Our fee structure is transparent and we educate clients regarding these proven investment philosophies. Any recommendations will be designed with your unique situation in mind, including: goals, assets, time horizon and risk tolerance.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
