Clearview Financial Partners offers discretionary asset management and personalized financial planning services to individuals, high-net-worth individuals, and small businesses. Clearview Financial Partners helps clients build and manage portfolios using mutual funds, exchange-traded funds, real estate investment trusts, equities, and fixed income securities. In addition to standard accounts, Clearview Financial Partners offers a bundled wrap fee program where advisory services and transaction costs are combined into a single fee. Clearview Financial Partners also manages a private fund for eligible accredited investors. Financial planning covers retirement, education, insurance, estate planning, cash flow, tax planning, and business succession. Clearview Financial Partners is owned and operated by David L. Fitzgerald.
Fee Structure
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 are negotiable for accounts over $5,000,000. Wrap fee accounts include an additional 0.10% fee.