What if I want to end the investment management relationship?

While client satisfaction is a top priority at Clarity Investments + Planning, we understand that there may come a time when a client decides to end the professional relationship. We will credit previously deducted management fees on a pro-rata basis, based on the day you notify us that you would like to end the relationship. This normally takes one to two business days. Fidelity will then disconnect us from your accounts and send you written notification. This will essentially make you a retail Fidelity customer. You will not have to move your account from Fidelity at that time, although you will no longer be able to purchase certain mutual funds or access the negotiated transaction fee schedule.

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