Elise Stevenson is a CFP-designated registered investment advisor at Clearvue Advisors LLC, based in Milton, MA, with 20 years of industry experience. Elise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Cross-Border Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 7 clients with $45M 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 - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
The annual fee is negotiable in certain cases and is prorated.
Fee Estimator
Contact
Elise Stevenson
Location
Milton, MA
Get directionsHistory
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
Clearvue Advisors LLC
Previous Registrations
Tofias Financial Advisors LP
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.