Winfield Young
Winfield Young is a registered investment advisor at Clearview Financial Partners, based in Radnor, PA, with 26 years of industry experience. Winfield operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 669 clients with $1.1B 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 | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. There is generally an additional 0.10% fee for a wrap fee account.
Fee Estimator
Location
100 Matsonford Road, Building #5, Suite 110, Radnor, PA, 19087
Get directionsHistory
Regulatory History (2)
Customer Dispute
May 2008Customer Dispute
May 2008Other Business Activities
Winfield is a Registered Investment Advisor Representative (IAR) with Clearview Financial Partners, LLC, providing investment advisory services since April 2018. This activity takes nearly all of Winfield's time. Winfield also uses Clearview Financial Partners as a DBA for his LPL business.
Employment History
Current Registrations
Clearview Financial Partners
Previous Registrations
LPL Financial LLC
The Wharton Advisory Group, LLC
LPL Financial LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Dean Witter Reynolds INC.Broker
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.