Clearview Financial Partners provides investment management and financial planning services. Investment management includes selecting and managing investments like mutual funds and ETFs. Financial planning covers retirement, college savings, insurance, estate, cash flow, wealth accumulation, tax, and investment planning. Clearview Financial Partners also offers planning for businesses, including retirement plans and succession planning. Investment advisor representatives are also registered representatives of LPL Financial and insurance agents.
Assets Under Management$1.1B
Clients669
Advisors6
Avg. per Client$1.6M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. There is generally an additional 0.10% fee for a wrap fee account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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