Clearview Financial Strategies provides investment management and financial planning services to individuals. Investment management involves creating a portfolio based on your goals and risk tolerance. Financial planning includes evaluating your current and future financial state, covering topics like retirement, taxes, insurance, and estate planning.
Assets Under Management$13M
Clients39
Advisors1
Avg. per Client$330K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.85% |
Fees are negotiable based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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