Clearview Financial offers ongoing investment management services tailored to individual client goals, risk tolerance, and time horizon. Clearview creates an Investment Policy Statement for each client to guide portfolio selection. Clearview primarily invests in mutual funds, equities, bonds, ETFs, real estate, and government securities.
Assets Under Management$100M
Clients44
Advisors2
Avg. per Client$2.3M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$800K
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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