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 Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based fees range from 1.00% to 2.50% of assets under management. Fees are negotiable. Also offers an alternative performance-based fee structure of 18% of average quarterly gains for qualified clients.
Fee Estimator
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.
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 Private Wealth
State Registrations1 state
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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