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
100 High Street, Suite 950
Boston, MA 02110

Phone/EFax (800) 604-2838

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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. Disclosures and Terms of Use. 

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