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Interactive Modeling

Fee Alignment Tool

Transparent fee modeling for your specific wealth trajectory.

Structure Comparison

Adjust the parameters below to see how our two engagement models perform across different market environments.

Initial Portfolio Capital $2,500,000
Hypothetical 1-Year Market Return 8.0%
Advisory Fee (Comprehensive Tier) 1.00%

Comprehensive Wealth Management

Predictable costs. Highly efficient in high-growth environments.

1.00% Advisory Fee
Market P&L: +$200,000
Management Fee: -$25,000
Performance Fee: $0
Net Portfolio Value: $2,675,000

The Performance Partnership

Absolute alignment. Total downside fee protection.

0% Base / 18% Performance
Market P&L: +$200,000
Management Fee: $0
Performance Fee: -$36,000
Net Portfolio Value: $2,664,000
Insight: In a positive growth environment, the Comprehensive Wealth Management model often results in lower total fees, maximizing your upside capture.
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IMPORTANT DISCLOSURES REGARDING HYPOTHETICAL MODELING:

The projections generated by this tool are entirely hypothetical, provided strictly for illustrative and educational purposes, and do not represent the past or future performance of any specific ClearView Private Wealth strategy or client account. Real-world market returns are rarely static and will fluctuate over time.

The "Comprehensive Wealth Management" fee is adjustable in this model for illustrative purposes; actual client fees are tiered and may vary based on total assets under management and the scope of holistic financial planning services provided. The "Performance Partnership" is available exclusively to Qualified Clients (as defined by the SEC, currently $1.4M AUM or $2.7M Net Worth) and utilizes an inherent high-water mark, meaning no performance fees are charged on the recovery of past losses. All investing involve risk, including the potential loss of principal. Please review our Form ADV Part 2A for a complete description of our fees and services.