Clearview Family Wealth offers customized wealth management services for individuals and high-net-worth individuals. Clearview Family Wealth combines personal client contact with discretionary investment management and comprehensive financial planning. Investment portfolios primarily consist of low-cost, diversified mutual funds and exchange-traded funds, alongside individual stocks and bonds when appropriate. Clearview Family Wealth tailors strategies to each client's specific goals, risk tolerance, and time horizon. In addition to investment management, the firm provides financial planning that covers retirement, personal savings, education funding, insurance needs, and investment planning. Clearview Family Wealth operates as a registered investment advisor located in Massachusetts and is owned and operated by Reggie Peral.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
For assets over $750,000, fees are assessed as a fixed annual fee ranging from $7,500 to $30,000 based on complexity and scope.