Clarity Wealth Advisors

Clarity Wealth Advisors, LLC, established in May 2011, is a registered investment adviser offering tailored portfolio management services. The firm, owned by Parvin Manuchehri and Milind P. Dalal, provides discretionary management services based on clients' investment objectives and risk tolerance. Clients may have custom portfolios or invest in model strategies monitored and rebalanced by the firm. Discretionary authority allows Clarity Wealth Advisors to manage accounts without client approval for each transaction. The firm may recommend third-party asset managers based on clients' best interests. Financial planning and pension consulting services are also available. Fees for portfolio management are tiered based on assets under management, with a minimum initial investment typically set at $500,000. The firm does not accept performance-based fees or engage in side-by-side management. Clients include individuals, pension plans, trusts, and corporations, with a minimum account size requirement that may be waived. Clarity Wealth Advisors employs technical and fundamental analysis, long-term and short-term strategies, and may recommend equity securities, mutual funds, and ETFs. The firm does not have any disciplinary history and does not receive compensation for client referrals. Clients' accounts are monitored regularly, and the firm does not vote proxies on behalf of clients. Clarity Wealth Advisors does not have physical custody of client funds but may deduct fees with written authorization. The firm is a fiduciary and provides financial planning and pension consulting services, with a focus on client interests and privacy protection.