Overview
Assets Under Management: $348 million
Headquarters: CINCINNATI, OH
High-Net-Worth Clients: 130
Average Client Assets: $2.3 million
Frequently Asked Questions
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #146588), CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC is headquartered in CINCINNATI, OH.
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC serves 130 high-net-worth clients according to their SEC filing dated March 20, 2023. View client details ↓
According to their SEC Form ADV, CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC offers financial planning and portfolio management for individuals. View all service details ↓
CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC manages $348 million in client assets according to their SEC filing dated March 20, 2023.
According to their SEC Form ADV, CLEAR PERSPECTIVES FINANCIAL PLANNING, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 130
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.25%
Average Client Assets: $2.3 million
Total Client Accounts: 904
Discretionary Accounts: 904
Regulatory Filings
CRD Number: 146588
Filing ID: 1717258
Last Filing Date: 2023-03-20 09:09:00