Richard Furmanski
Richard Furmanski is a CFA-designated registered investment advisor at Clearview Wealth Solutions, LLC, based in Barrington, IL, with 25 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 30 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
Rates shown are for equities. Fixed income (bonds) has a separate schedule: first $3M at 0.50%, next $3M at 0.40%, and over $6M at 0.25%, with a $2,500 minimum annual fee. All fees are negotiable.
Fee Estimator
Location
2 Ascot Lane, Barrington, IL, 60010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clearview Wealth Solutions, LLC
Previous Registrations
Geneva Advisors, LLC
Triad Asset Management, INC.
Concord Investment Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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