Clearview Wealth Management provides financial planning and investment management services to individuals and entities. Financial planning covers budgeting, education planning, retirement strategies, and estate planning. Investment management involves creating personalized portfolios using stocks, bonds, mutual funds, and other investments. Clearview Wealth Management also offers retirement plan consulting services to qualified retirement plan sponsors.
Assets Under Management$160M
Clients328
Advisors3
Avg. per Client$480K
Avg. per Advisor$53M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $1.0M | 1.85% |
| $1.0M - $2.0M | 1.70% |
| $2M+ | 1.50% |
Fee schedule with each client may be unique and varied from the next. Even within a client household different accounts, requiring different levels of advisory and oversight involvement may be charged at different fee rates.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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