Clarify Wealth Management, Inc. is a large advisory firm based in Cincinnati. It manages $151 million of regulatory assets for 720 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Colorado, Florida, Illinois, and 4 other states.
Clarify Wealth Management provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Clarify Wealth Management, Inc. is $151 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -46% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Clarify Wealth Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Martin James Kubik is high net worth individuals with 65 clients and $77 million of assets under management. Among the 10 most similar advisory firms, Clarify Wealth Management has the 4th lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $151 million for 447 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Clarify Wealth Management doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. 6 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Martin James Kubik has been acting as President since 1 Jan 2012. Thomas Bradford Clark has served as the Chief Investment Officer since 1 Jan 2012. James G Brandenburgh joined the executive team most recently as the Ceo / Chief Compliance Officer.
The principal office where Clarify Wealth Management, Inc. performs its advisory services is located at 50 E Business Way, Cincinnati, OH 45241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-381-0001 or by fax 513-381-0050. The normal business hours are 8-4 on Monday - Friday. You can find more information about the New York firm at clarifywealth.com.