Clearview Wealth Solutions offers investment management services to individuals, trusts, corporations, and partnerships. Clearview offers five core investment strategies that are customized based on the client’s risk tolerance. Clearview analyzes each client's current investments, investment objectives, goals, age, time horizon, financial circumstances, investment experience, investment restrictions and limitations, and risk tolerance and implements a portfolio consistent with such investment objectives, goals, risk tolerance and related financial circumstances.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6.0M - $9.0M | 0.50% |
| $9M+ | 0.40% |
These fees apply to investments in stocks. For investments in bonds: - **First $3 million** — 0.50% per year - **Next $3 million** — 0.40% per year - **Over $6 million** — 0.25% per year - Minimum annual fee: $2,500. All fees are negotiable.