Clearview Wealth Management is a Fee-Only, Fiduciary 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 $1,000,0001.00% Annually
On invested assets from $1,000,000 to $1,500,0000.75% Annually
On invested assets over $1,500,0000.50% Annually

 

Examples of fee schedule:

$500,000 in managed assets equates to 1.0%

$2,000,000 in managed assets is approximately equal to 0.81%

$5,000,000 in managed assets is approximately equal to 0.625%

Note:  Because we do not charge separately for financial planning services, we are unable to accommodate individuals who wish to have stand-alone planning services charged on an hourly or project basis.

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