Michael Young is a CFP-designated registered investment advisor at Clearview Financial, INC., based in San Diego, CA, with 7 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 44 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 $500K | 1.00% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
11622 El Camino Real, 100, San Diego, CA, 92130
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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, INC.
State Registrations2 states
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