Clearvue Advisors provides financial planning, consulting, and investment management services to individuals, high net worth individuals, pension and profit sharing plans, charitable organizations, corporations, trusts, estates and businesses. Clearvue offers advice on retirement planning, risk management, college savings, cash flow, debt management, investment planning, work benefits, and estate and incapacity planning. Clearvue primarily uses mutual funds, exchange-traded funds, individual debt securities, and independent managers for client investments.
Assets Under Management$45M
Clients7
Advisors1
Avg. per Client$6.4M
Avg. per Advisor$45M
Fee Structure
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.40% |
The annual fee is negotiable in certain cases and is prorated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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