Claro Advisors, LLC

Claro Advisors LLC is a registered investment advisor established in January 2012 and based in Boston, MA. The firm offers investment advisory services to individuals, high net worth individuals, trusts, estates, businesses, and retirement plans, acting as a fiduciary to clients. Claro provides customized investment solutions, including discretionary and non-discretionary investment management, financial planning, and retirement plan advisory services. The firm's investment approach is primarily long-term focused, utilizing mutual funds, ETFs, individual stocks, bonds, options, and other investment vehicles to meet client goals. Claro does not manage wrap fee programs and has assets under management totaling $1,283,968,973 as of December 31, 2024. Fees for advisory services are based on a percentage of assets under management, ranging from 0.50% to 1.50% annually, with fees for financial planning services offered on an hourly or fixed fee basis. The firm does not charge performance-based fees and does not engage in soft dollar arrangements. Claro has a Code of Ethics in place and does not have any disciplinary events. The firm recommends custodians such as Fidelity and Schwab, and does not accept proxy-voting responsibility for clients. Claro does not have custody of client funds except for limited authority outlined in the agreement. The firm's Privacy Policy ensures the protection and confidentiality of clients' personal information. Clients can contact Claro for more information or to obtain a copy of the Privacy Policy.