Clear View Wealth Advisors offers portfolio management services tailored to individual client needs. The firm gathers information about clients' financial situations, goals, and risk tolerance to provide suitable investment recommendations. Clear View monitors portfolio performance and makes recommendations for rebalancing investments over time. Clients can impose restrictions on investments. As of December 31, 2024, Clear View managed $15,290,000 on a discretionary basis.
Assets Under Management$15M
Clients101
Advisors1
Avg. per Client$150K
Avg. per Advisor$15M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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% |
| $1.0M - $1.5M | 1.50% |
| $1.5M+ | 1.50% |
Fees are negotiable for significantly large accounts, family, prior acquaintances, and anticipated future relationships, at the advisor's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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