Clearwealth Independent Fiduciaries, LLC

Clearwealth Independent Fiduciaries, LLC (CRD# 150649) is a financial advisory firm headquartered in Boise, ID. They manage $22,787,076 in 4 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $5,696,769
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ID

Financial Advisors at Clearwealth Independent Fiduciaries, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Michael J. Fitzgerald
CRD#: 5386627
Boise, ID
93
Wealthminder
score

Michael Fitzgerald (CRD# 5386627) is an Investment Advisor Representative working at Clearwealth Independent Fiduciaries, LLC in Boise, ID and has over 9 years of experience in the finance industry.

2
John T. Fitzgerald
CRD#: 5510064
Boise, ID
69
Wealthminder
score

John Fitzgerald (CRD# 5510064) is an Investment Advisor Representative working at Clearwealth Independent Fiduciaries, LLC in Boise, ID and has over 8 years of experience in the finance industry.

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