Overview
- Headquarters
- Charlotte, NC
- Total Firm Assets
- $182 million
- Average High-Net-Worth Client Portfolio Size
- $2.3 million
Fee Disclosure
Source: CLEARVIEW WEALTH MGMT. FIRM BROCHURE PART 2A FORM ADV (2026-03-17)
· View brochure text
Latest filing: CLEARVIEW WEALTH MANAGEMENT FIRM BROCHURE (2026-03-17)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.00% |
| $1,000,001 | $1,500,000 | 0.75% |
| $1,500,001 | and above | 0.50% |
Stated Minimum Annual Fee: $5,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $31,250 | 0.62% |
| $10 million | $56,250 | 0.56% |
| $50 million | $256,250 | 0.51% |
| $100 million | $506,250 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 79.49%
- Number of High-Net-Worth Clients
- 64
- Total Client Accounts
- 510
- Discretionary Accounts
- 510
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 166812
- CLEARVIEW WEALTH MANAGEMENT FIRM BROCHURE (2026-03-17) · View brochure text
- CLEARVIEW WEALTH MGMT. FIRM BROCHURE PART 2A FORM ADV (2026-03-17) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗