Christopher Harris is a registered investment advisor at Clearview Financial, based in Richmond, VA, with 9 years of industry experience. Christopher 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.
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Learn about disclosures →Employment History
Current Registrations
Clearview Financial
State Registrations3 states
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