Clearview Wealth Management is a Fee-Only wealth management firm.
It is our belief that clients should understand how their advisor is being compensated and by whom. We have a fully transparent fee structure where we are compensated only by our clients, never receiving any commissions or other incentives that might sway our best judgment.
Our wealth management fee utilizes a laddered fee structure based on the level of assets under our management. All the elements of our comprehensive financial planning services are included in this fee, because we believe that clients are best served when their asset management is performed in conjunction with a clear understanding of all the financial components of their life.
Our wealth management fee is based on the schedule found below:
|Annual Minimum Fee of $2,500|
|On invested assets up to $1,000,000||1.00% Annually|
|On invested assets from $1,000,000 to $1,500,000||0.75% Annually|
|On invested assets over $1,500,000||0.50% Annually|