Clearview Wealth Advisors offers investment advice and manages client funds based on individual needs. They develop investment policies and manage portfolios accordingly. They also provide financial planning services, evaluating a client's current and future financial state to help them achieve their goals. They may recommend third-party asset managers or sub-advisors.
Assets Under Management$180M
Clients392
Advisors2
Avg. per Client$470K
Avg. per Advisor$92M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.15% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.70% |
When utilizing a TPAM or sub-advisor to provide certain advisory services to a client, the annual fee shown in the above fee table can increase by as much as 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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