Clearview Wealth Solutions, LLC
Assets Under Management
$36.5M
Number of Clients
25
Number of Advisors
2
Avg. Portfolio per Client
$1.5M
Avg. Managed per Advisor
$18.2M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Clearview Wealth Solutions offers investment management services using five core investment strategies customized to your risk tolerance. Clearview analyzes your financial situation, investment objectives, and risk tolerance to build a suitable portfolio. Clearview may use third-party service providers for tax and estate planning assistance. Clients can impose reasonable investment restrictions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
This fee schedule is for equities. For bonds, the fee is 0.50% on the first $3 million, 0.40% on the next $3 million, and 0.25% on amounts over $6 million. All fees are negotiable. Minimum annual fee for equities is $3,000 and for bonds is $2,500.
Fee Estimator
Areas of Practice
Location
2 Ascot Lane, Barrington, IL, 60010