Clear View Wealth Advisors offers financial planning and investment management to individuals, families, organizations, and businesses. Planning includes cash management, risk management, investment planning, tax preparation, retirement planning, and estate planning. Investment services include active management, automated platforms, and periodic advice. Clear View may recommend unaffiliated money managers.
Assets Under Management$24M
Clients46
Advisors1
Avg. per Client$520K
Avg. per Advisor$24M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$240
Clear View Wealth Advisors offers several investment management options:
- Legacy Asset Management: Fees are tiered based on the amount invested.
- Flat Rate Asset Management: 0.80% on the first $400,000 and 0.60% above that, offered with a flat-rate financial or tax planning program.
- Betterment Platform: 0.40% per year.
- Fixed-Fee Investment Management with Planning Services: Fixed monthly fees based on investable assets or net worth, combined with limited-scope planning services.
- WealthCare Total Management Service (Platinum Level): Negotiated flat annual fee bundle with a minimum of $6,500 per year, based on net worth and net income.
- Alternative Investments (DSTs and UPREITs): Fees range from 0.20% to 0.40% for Clear View, plus 0.10% to 0.60% for the sub-advisor, depending on the amount invested.
- Exchange (aka Swap) Funds: Fees range from 0.25% to 0.40% depending on the amount invested.
- In-Service Qualified Plans: Reduced, negotiable management fee schedule.
Loading...
