Leonard Debraber
Leonard Debraber is a registered investment advisor at Clearview Investments, LLC, based in Jenison, MI, with 16 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 379 clients with $59M 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 $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.50% |
The annual fees are negotiable. When an outside manager is used, the annual fees are negotiable and are paid in advance or arrears, depending on the chosen outside manager’s policy, on a quarterly basis. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Location
1360 Baldwin St, Jenison, MI, 49428
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 →Other Business ActivitiesSells Insurance
Leonard runs the clock at home basketball games for Sparta High School since 1979 and is also a life insurance agent with HBW Insurance & Financial Services, Inc. He manages a rental property, dedicating a few hours per week, and is an investment advisor with HBW Advisory Services LLC. Leonard also sells term life insurance through Gleaner Life Insurance, spending minimal time on this activity.
Employment History
Current Registrations
Clearview Investments, LLC
Previous Registrations
Hbw Advisory Services LLC
Cpr Investments, LLC
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.