Timothy Devries is a registered investment advisor at Clearview Investments, LLC, based in Jenison, MI, with 15 years of industry experience. Timothy 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
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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 Activities
Timothy is an owner of CVI Properties. This activity is not investment-related.
Employment History
Current Registrations
Clearview Investments, LLC
State Registrations1 state
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