Clear Investment Research, LLC

Clear Investment Research, LLC, established in August 2014, is an investment adviser based in Alpharetta, Georgia. Specializing in retirement consulting, asset management, and financial planning services, the firm offers personalized solutions tailored to individual client needs. With discretionary authority over client accounts, Clear Investment Research actively manages investments based on clients' financial situations, objectives, and risk tolerance. The firm does not participate in wrap fee programs but provides asset management services through a traditional fee-based program. As of December 31, 2024, the firm managed discretionary assets totaling $246,483,307 and non-discretionary assets totaling $4,416,258,344. Clients have the flexibility to impose restrictions on their accounts and can expect a tiered fee structure for asset management services, starting at 0.90% annually. For financial planning services, clients can opt for hourly rates ranging from $250 to $350 per hour, with a minimum annual fee of $3,000. Clear Investment Research operates as a fiduciary, acting in the best interests of clients and maintaining high ethical standards outlined in its Code of Ethics. The firm does not charge performance-based fees and does not have any disciplinary events. Clients are provided with full transparency regarding fees, compensation, and potential conflicts of interest.