Treven Ayers
Treven Ayers is a CFP-designated registered investment advisor at Clearview Wealth Management, based in Charlotte, NC, with 25 years of industry experience. Treven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 136 clients with $170M 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 $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees listed are for standard clients. Immediate family members of Clearview Wealth Management associates pay different rates: 0.75% on balances up to $1,000,000, 0.50% on balances from $1,000,000 to $1,500,000, and 0.30% on balances over $1,500,000. Minimum annual fee of $5,000 applies to standard clients.
Fee Estimator
Location
6836 Carnegie Blvd., Suite 200, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (1)
Criminal
December 1992Employment History
Current Registrations
Clearview Wealth Management
Previous Registrations
Rinehart Wealth Management
H. Beck, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
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.