Clarity Asset Management, Inc.

Clarity Asset Management, Inc. is a registered investment advisor founded in 1998 by Donald L. Erickson, ChFC®. The firm primarily serves individuals, high net worth individuals, families, trusts, estates, charitable organizations, and corporations. As a fiduciary, Clarity upholds a duty of loyalty, fairness, and good faith towards clients, aiming to mitigate conflicts of interest. Services include financial planning and investment management, with a long-term focus on diversified mutual funds, ETFs, and individual stocks. Clients have the opportunity to place restrictions on investments in their portfolios. The firm manages $222,356,689 in client assets as of December 31, 2024, on a discretionary basis. Fees for financial planning services are up to $500, negotiable based on complexity, while investment management fees are tiered based on assets under management. Clarity does not participate in wrap fee programs and does not charge performance-based fees. The firm emphasizes fundamental analysis and provides periodic educational seminars. Clients have the right to limit the sharing of personal information, and Clarity maintains physical, procedural, and electronic security measures to protect client data. For more information, clients can contact Clarity at 515-233-3152.