Clearview Portfolio Consulting, LLC operates as a business-to-business investment consulting firm founded by Bill Roth. The firm primarily serves other registered investment advisory firms and financial advisors rather than individual retail investors. Clearview Portfolio Consulting assists professionals with research, analysis, investment due diligence, oversight, risk analysis, and security selection, working alongside the advisor's existing investment management platform. The firm also helps establish formal investment committees to document review and decision-making processes. Services are provided on a consulting basis with fees charged on a fixed, quarterly prepayment structure. Because Clearview Portfolio Consulting operates strictly as a consultant to other professionals, it does not manage individual client accounts, hold client funds, execute trades directly, or maintain direct custody of assets.
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.