Clearview Capital (CVC) provides ongoing portfolio management based on individual client goals, objectives, time horizon, and risk tolerance. CVC creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. CVC also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. CVC may direct clients to third-party investment advisors.
Assets Under Management$28M
Clients24
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$28M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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