Clear Wealth Management

Overview

Clear Wealth Management is a fee-based independent registered investment adviser that focuses on serving individuals and families. The firm blends financial planning and portfolio management for retail and small-business clients with educational seminars and workshops intended to support client decision-making. Investment activity centers on public mutual funds as the primary vehicle for core asset allocation, supplemented by selective allocations to alternative managers in hedge funds and real estate when an account’s objectives and risk profile warrant it. The firm charges a percentage-of-AUM advisory fee and runs discretionary portfolios for the majority of its clients, using third-party fund managers rather than operating as a capital allocator. Clear Wealth Management does not market itself as an ESG-focused investor and emphasizes traditional diversified portfolios built around pooled public funds augmented with alternatives for diversification and return enhancement.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices