Kevin Bostic is a registered investment advisor at Clearview Financial, based in Richmond, VA, with 18 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 166 clients with $100M 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 $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.85% |
ClearView and the client reserves the right to negotiate the advisory fee rate based on a variety of factors including but not limited to; size of the account, extent of financial planning services, expected hours of engagement.
Fee Estimator
Location
5000 Monument Avenue, Suite 100, Richmond, VA, 23230
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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 →Employment History
Current Registrations
Clearview Financial
Previous Registrations
Eagle Strategies LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLC
Bostic Financial, LLC
LPL Financial LLC
Wells Fargo Advisors, LLC
State Registrations3 states
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.