Matthew Agnetti is a registered investment advisor at Clearview Private Wealth, based in Peoria, AZ. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ClearView Private Wealth charges a percentage of the assets they manage for portfolio management services. The annual fee ranges from 1.00% to 2.50% of the value of your portfolio, depending on the investment strategy and complexity. The fee is charged quarterly based on the account value at the end of the previous quarter. ClearView also offers performance-based fees for qualified clients, calculated as 18% of the average gains for the quarter.
Location
24654 N. Lake Pleasant Pkwy, Ste 103-722, Peoria, AZ, 85383
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clearview Private Wealth
State Registrations1 state
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