Claris Financial, LLC

Claris Financial, LLC is a Registered Investment Adviser founded in January 2009 by John F. Paxton, specializing in managing financial assets for individuals, families, estates, and trusts. The firm primarily focuses on non-proprietary investments within actively managed accounts. Claris offers discretionary and non-discretionary portfolio management services, tailored to individual client objectives and risk tolerance. The firm employs a flexible investment strategy, utilizing mutual funds, equities, bonds, ETFs, and other securities to achieve diversification and competitive returns. Claris may engage third-party money managers to implement client portfolios, with a focus on diversification, discipline, and consistent returns. Clients can expect an annual portfolio management fee based on a percentage of assets managed, with fees billed quarterly in advance. The fee structure is tiered based on the account size, starting at 2.50% for assets up to $499,999. Claris does not accept performance-based fees and does not manage accounts with different fee structures simultaneously. The firm recommends a minimum of $100,000 in total manageable assets for effective portfolio diversification. Claris does not participate in Wrap Fee programs and had approximately $285,968,222 in assets under management as of December 31, 2024. Clients maintain custody of their assets at Charles Schwab & Co., Inc., with Claris providing investment advisory services. Claris does not vote proxies on behalf of clients and does not have any disciplinary events to report. The firm's Privacy Policy ensures the confidentiality and protection of clients' personal information.