ClearView Private Wealth provides investment advice tailored to each client's financial situation and goals. ClearView offers ongoing portfolio management where they make investment decisions for you, and financial planning and consulting services on specific topics. ClearView does not hold your funds; they are held at a qualified custodian.
Fee Structure
ClearView Private Wealth charges a percentage of the assets they manage for portfolio management services. The annual fee ranges from 1.00% to 2.50% of the value of your portfolio, depending on the investment strategy and complexity. The fee is charged quarterly based on the account value at the end of the previous quarter. ClearView also offers performance-based fees for qualified clients, calculated as 18% of the average gains for the quarter.