Clearview Investment Partners (CVIP) offers wealth management services, including financial planning and discretionary or non-discretionary investment portfolio management. CVIP develops financial plans covering business, investment, insurance, retirement, education, estate planning, tax, and cash flow needs. CVIP primarily invests client assets in mutual funds, exchange-traded funds (ETFs), individual debt and equity securities, and independent investment managers. CVIP tailors its services to individual client needs and objectives.
Fee Structure
Clearview Investment Partners (CVIP) charges an annual fee based on a percentage of the value of your investments. This fee covers investment management services. The annual fee is charged quarterly, in advance. The specific percentage varies depending on the amount you invest and the type of investments:
Equity & Balanced Portfolios:
- Up to $250,000: 1.25%
- $250,001 - $500,000: 1.10%
- $500,001 - $1,000,000: 1.00%
- $1,000,001 - $2,000,000: 0.85%
- $2,000,001 - $5,000,000: 0.65%
- Above $5,000,000: Negotiable
Fixed Income Portfolios:
- Up to $250,000: 1.00%
- $250,001 - $500,000: 0.85%
- $500,001 - $1,000,000: 0.70%
- $1,000,001 - $2,000,000: 0.55%
- $2,000,001 - $5,000,000: 0.40%
- Above $5,000,000: Negotiable
Managed (Equity & Balanced) Portfolios:
- Up to $250,000: 0.80%
- $250,001 - $500,000: 0.70%
- $500,001 - $1,000,000: 0.60%
- $1,000,001 - $2,000,000: 0.50%
- $2,000,001 - $5,000,000: 0.40%
- Above $5,000,000: 0.25%
Managed (Fixed Income) Portfolios:
- Up to $250,000: 0.40%
- $250,001 - $500,000: 0.35%
- $500,001 - $1,000,000: 0.30%
- $1,000,001 - $2,000,000: 0.20%
- Above $2,000,000: 0.10%