James Schwarz
- CFP®
- RICP®
- MBA
Clear Retirement Advice
San Mateo, CA
Contact James
James can help you with
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Investment Analysis
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Retirement Planning
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Employee Benefits
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Tax Optimization
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Insurance Planning
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College Planning
Expertise
- Investment Analysis and Planning
- Portfolio Management
- Portfolio Guidance
- Retirement Planning
- Social Security Planning
- Benefits and Compensation Planning for Employees
- Equity Stock and Options Planning for Employees
- Tax Efficient Withdrawal Planning
- Tax Optimization
- Insurance and Risk Management
- Medicare Insurance Planning
- Estate and Legacy Planning
- Charitable Giving
- Cash Flow Analysis
- Budgeting
- Debt Management
- Saving and Investing for College
- Life Event Planning
- Windfall Planning
- Real Estate Planning
- Domestic Relocation Planning
- Intergenerational Planning
Pricing
Portfolio Management Fees
Clear will charge a flat fee of up to $4,800 for portfolio management services.
Financial Planning Fees
The negotiated fixed rate for creating client financial plans is up to $4,800.
What about my situation?
We will always provide clients with an accurate estimate of the cost of our services before they begin working with us. A firm estimate of fees will be provided at the end of your “Get Acquainted” meeting, when your needs have been fully identified.
About
Jim attributes his achievements in Wealth Management to decades of research and experience, including leadership roles in finance departments at Fortune 500 companies. At Charles Schwab, he was honored multiple times for being in the top 1% in the nation in both advisor and manager roles, and he was responsible for over 20,000 households and over $13B in assets.
"Working for a large brokerage company, I was exposed to literally thousands of different financial advisors and advisor firms," says Jim. "I was able to see from an insider's perspective which strategies and services really added a ton of value for clients...and which did not." Seeing an opportunity to serve clients by combining the best-in-class strategies and services, he decided to start Clear Retirement Advice LLC.
Jim also saw that the most effective way to serve clients was to give more personal attention to fewer clients, and to narrow the advisor's focus to one type of client. For CLEAR, that focus is on people in or interested in retirement.