ClearView Investments (CVI) manages investment portfolios based on each client's individual needs and goals. CVI helps clients identify financial goals and develop a plan to reach them. CVI also offers retirement planning services. CVI can also refer clients to third-party investment managers.
Assets Under Management$59M
Clients379
Advisors4
Avg. per Client$160K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $750K | 0.85% |
| $750K - $1.0M | 0.70% |
| $1M+ | 0.50% |
The annual fees are negotiable. When an outside manager is used, the annual fees are negotiable and are paid in advance or arrears, depending on the chosen outside manager’s policy, on a quarterly basis. The above fee schedule does not include the Outside Manager’s fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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