CG
CFP
CG
CFP

Clinton Guyaux

19 Years of Experience
Pittsburgh, PA
Sells Insurance

Clinton Guyaux is a CFP-designated registered investment advisor at Centerview Wealth Advisors, LLC, based in Pittsburgh, PA, with 19 years of industry experience. Clinton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 161 clients with $120M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
161 clients
Average Client Portfolio
$715K average
Assets Under Management
$115.1M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $2.0M1.00%
$2.0M - $3.0M0.75%
$3M+0.75%

Fees are negotiable for accounts over $3,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

139 Freeport Road, Pittsburgh, PA, 15215

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Clinton is an independent licensed insurance agent and may offer clients advice or products from those activities, which presents a conflict of interest. Clinton is also a passive investor in CB Enterprises, LLC, a real estate holding entity.

Employment History
Current Registrations
Centerview Wealth Advisors, LLC
December 2014 - Present · 11 yrs 5 mos
Previous Registrations
MML Investors Services, LLC
October 2012 - November 2014 · 2 yrs 1 mo
MML Investors Services, LLC
May 2007 - April 2012 · 4 yrs 11 mos
Park Avenue Securities LLC
February 2006 - March 2007 · 1 yr 1 mo
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
Clinton Guyaux - Financial Advisor | TrueAdvisor