Claraphi Advisory Network, LLC

Claraphi Advisory Network, LLC is a SEC registered investment advisor founded in October 2012 and based in Aliso Viejo, California. The firm offers a range of investment advisory and financial services to individuals, high net-worth individuals, families, business owners, and corporations. Claraphi provides discretionary and non-discretionary investment advisory services tailored to each client's needs and objectives. Investment strategies include fundamental analysis, technical analysis, and cyclical analysis. The firm does not assess performance-based fees and does not engage in side-by-side management. Clients must have a minimum account balance of $25,000 to open and maintain an account. Claraphi charges an annual management fee of up to 2% of assets under management, subject to negotiation based on various factors. Financial planning services are also offered for a flat fee or hourly rate. The firm does not participate in wrap fee programs and does not receive soft dollars. Claraphi has a Chief Compliance Officer and Chief Investment Officer overseeing the firm's operations. The firm does not vote proxies for client securities and does not have custody of client funds or securities. Client accounts are reviewed periodically, and clients receive regular statements from the custodian. Claraphi maintains a strict privacy policy to protect client information and does not sell personal data. Clients have the right to decline providing information and can contact the firm for any privacy-related concerns.