Claro Advisors
100 High Street
Suite 950
Boston, MA 02110
8573265540
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.
See Disclosures
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
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
1055
Firm's Number of Planning Clients
1055
Firm's Number of Managed Clients
1,055
Assets Managed by Firm
1,450,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500K+
Compensation Methods
Based on Assets
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1893351/rothira-Claro-Advisors-detailed-disclosure.html