Complete View Financial offers financial planning and investment management services to individuals and high-net-worth individuals. Financial planning includes creating and monitoring a detailed plan covering areas like net worth, cash flow, insurance, retirement, college, and estate planning. Investment management involves creating and managing a portfolio based on the client's goals, risk tolerance, and tax considerations. CVF may use outside managers for fixed income strategies.
Assets Under Management$54M
Clients34
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$54M
Fee Structure
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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