Clearview Financial Planning (CFP) offers portfolio management services tailored to individual client goals, objectives, time horizon, and risk tolerance. CFP creates an Investment Policy Statement for each client. CFP also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CFP primarily recommends equities/equity ETFs.
Assets Under Management$32M
Clients14
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$32M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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