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Boston, MA 02110
857-326-5540
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About Claro Advisors
Claro Advisors is a fiduciary wealth management company that provides holistic financial planning and customized investment management. Claro provides wealth optimization across every area of a client's financial life. Claro does this by building and managing custom portfolios designed with the goal of delivering financial independence and enhanced growth for individuals and families, while providing financial planning, legacy planning, tax planning services.
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General Information
Firm Start Year
2014
No. of Employees
20-49
automated call
Yes
Firm CRD#
160294
Name of Custodial Firm
Fidelity Investments, Charles Schwab
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning
Services
Investment Types
Exchange Traded Funds (ETFs), Commodities, Stocks, Bonds, Mutual Funds, Alternative Investments
Can meet clients in the following ways
Email, Phone, Our Office, Video Conference
Compliance
Registered Investment Advisor
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Securities Licenses
Series 66, Series 7
Firm Information
Firm's Number of Clients
700
Firm's Number of Planning Clients
700
Firm's Number of Managed Clients
700
Assets Managed by Firm
1,400,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets
Disclosures
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Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893351/retirementplanning-Claro-Advisors-detailed-disclosure.html