Reggie Peral is a registered investment advisor at Clearview Family Wealth, LLC, based in Peabody, MA, with 7 years of industry experience. Reggie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For assets over $750,000, fees are assessed as a fixed annual fee ranging from $7,500 to $30,000 based on complexity and scope.
Fee Estimator
Location
24 Main Street, Suite 25, Peabody, MA, 01960
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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
Reggie is involved with several entities related to Salem Five and LPL Financial, including Salem Five Financial, Salem Five Investment Services, and Salem Five Wealth Management and Trust. These activities appear to be full-time, involving investment management, relationship management, and business development.
Employment History
Current Registrations
Clearview Family Wealth, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations2 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.
Exams
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