Clearview Wealth Management offers individualized financial planning and investment management solutions. Portfolios are tailored to clients' goals and risk tolerance, using a mix of investments including stocks, bonds, and ETFs. They also offer comprehensive financial planning in areas like retirement, education, tax, risk management, and estate planning. This planning is done in conjunction with investment management at no additional fee.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Fees listed are for standard clients. Immediate family members of Clearview Wealth Management associates pay different rates: 0.75% on balances up to $1,000,000, 0.50% on balances from $1,000,000 to $1,500,000, and 0.30% on balances over $1,500,000. Minimum annual fee of $5,000 applies to standard clients.
