ClearView Financial, LLC offers financial planning and investment management services to individuals, families, estates, and trusts. ClearView acts as a legally required to act in your best interest and discloses any conflicts of interest. Financial planning is offered to investment management clients at no additional charge. ClearView's investment approach uses technical and fundamental analysis to pursue client goals.
Assets Under Management$100M
Clients166
Advisors2
Avg. per Client$620K
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 0.85% |
ClearView and the client reserves the right to negotiate the advisory fee rate based on a variety of factors including but not limited to; size of the account, extent of financial planning services, expected hours of engagement.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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