Kenneth Hobbs

Clearview Investment Partners (CVIP) charges an annual fee based on a percentage of the value of your investments. This fee covers investment management services. The annual fee is charged quarterly, in advance. The specific percentage varies depending on the amount you invest and the type of investments:

Equity & Balanced Portfolios:

• Up to $250,000: 1.25%
• $250,001 - $500,000: 1.10%
• $500,001 - $1,000,000: 1.00%
• $1,000,001 - $2,000,000: 0.85%
• $2,000,001 - $5,000,000: 0.65%
• Above $5,000,000: Negotiable

Fixed Income Portfolios:

• Up to $250,000: 1.00%
• $250,001 - $500,000: 0.85%
• $500,001 - $1,000,000: 0.70%
• $1,000,001 - $2,000,000: 0.55%
• $2,000,001 - $5,000,000: 0.40%
• Above $5,000,000: Negotiable

Managed (Equity & Balanced) Portfolios:

• Up to $250,000: 0.80%
• $250,001 - $500,000: 0.70%
• $500,001 - $1,000,000: 0.60%
• $1,000,001 - $2,000,000: 0.50%
• $2,000,001 - $5,000,000: 0.40%
• Above $5,000,000: 0.25%

Managed (Fixed Income) Portfolios:

• Up to $250,000: 0.40%
• $250,001 - $500,000: 0.35%
• $500,001 - $1,000,000: 0.30%
• $1,000,001 - $2,000,000: 0.20%
• Above $2,000,000: 0.10%