ClearView Private Wealth LLC is a registered investment advisor based in Peoria, Arizona, offering personalized investment management and financial planning services. The firm builds customized portfolios tailored to each client's specific financial situation, risk tolerance, and goals, using a blended approach of fundamental and technical analysis. For portfolio management, ClearView Private Wealth operates on a discretionary basis, meaning they make day-to-day trading decisions on behalf of clients without requiring prior approval for each individual transaction. In addition to ongoing portfolio management, the firm offers project-based financial planning and consulting for specific topics or reviews. ClearView Private Wealth primarily serves individuals, high-net-worth individuals, trusts, estates, and business owners. The firm requires client assets to be held at a qualified custodian, specifically Schwab Advisor Services, and maintains limited custody solely for the direct deduction of advisory fees.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual asset-based fees range from 1.00% to 2.50% of assets under management. Fees are negotiable. Also offers an alternative performance-based fee structure of 18% of average quarterly gains for qualified clients.