ClearVue Financial provides financial planning and investment management services. Financial planning includes budgeting, insurance, workplace investment advice, education savings, retirement, investment, tax, and estate planning. Investment management is offered on a discretionary basis, using low-cost mutual funds and exchange-traded funds. ClearVue Financial also provides educational content on personal finance topics.
Assets Under Management$1.9M
Clients25
Advisors1
Avg. per Client$74K
Avg. per Advisor$1.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The standard investment management fee is 0.80% annually. Clients actively participating in premier planning services receive a 0.25% discount, lowering the fee to 0.55% annually. Fee discounts up to 0.25% may be available based on the length of the client relationship or grandfathered accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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