Clear View Wealth Advisors is an independent registered investment advisor based in Orchard Park, New York, owned and operated solely by James Primiano. The firm primarily provides discretionary portfolio management services to individuals, high-net-worth clients, businesses, trusts, and estates. Clear View builds customized portfolios utilizing mutual funds and exchange-traded funds, applying fundamental analysis and modern portfolio theory while taking client risk tolerance and tax considerations into account. Clients may also impose reasonable restrictions on their portfolios, including socially responsible investment preferences. Clear View does not charge performance-based fees and maintains no minimum account size requirement.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 2.50% |
| $249K - $499K | 2.25% |
| $499K - $749K | 2.00% |
| $749K - $1000K | 1.75% |
| $1000K - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees for accounts of $1,500,000 and above are negotiable. Fees are also negotiable for family, prior acquaintances, and anticipated future relationships.