Frequently Asked Questions

What is a Registered Investment Advisor (RIA)?

A Registered Investment Advisor (RIA) is a firm engaged in the investment advisory business and registered either with the Securities and Exchange Commission (SEC) or state securities authorities. RIAs have a fiduciary duty to their clients, which means they have a fundamental obligation to provide suitable investment advice and always act in their clients' best interests.

What fees do you charge?

Our fees are typically tiered based on asset levels. However, we believe in fairness, and will only charge fees based on the scope of services that we provide. Please contact us for more details.

How do I move my money to Claro Advisors?

Just contact us and we will take care of the rest.

What is a “fee-based” advisor and why should I work with one?

By paying a set fee, based on the amount of assets under management, you can be assured that the investments and advice that we provide is conflict free and always in the best interest of our clients.

Where will my money be kept?

We do not take custody of client assets. We believe it is important to keep client assets with reputable third party custodians. We have custodial partnerships with Fidelity and Charles Schwab.

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Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:
    (866) 920-4539

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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