Precision structures tailored to your financial profile.
ClearView offers two distinct paths to partnership, ensuring every client receives a strategy tailored to their specific financial profile, goals, and regulatory status.
Designed for successful professionals, business owners, and families accumulating meaningful wealth. We serve as your dedicated investment specialists, actively managing your capital with institutional discipline.
We do not attempt to replace your existing CPA or estate attorney. Instead, we coordinate seamlessly with your professional team to ensure your portfolio is perfectly aligned with your tax objectives and long-term legacy goals.
1.00% to 2.50% (Tiered Asset-Based Fee)
Traditional fiduciary transparency. Our advisory fee scales down as your assets grow, ensuring cost-efficiency at every level of wealth.
For qualified clients, we offer an alternative fee structure designed for absolute alignment. This model utilizes a zero-percent fixed management fee, shifting our compensation entirely to a performance allocation.
We utilize an inherent High-Water Mark: We do not earn a performance fee on recovering assets. Our compensation is strictly derived from generating new, positive returns for your portfolio.
0.00% Annual Management Fee
18.00% Performance Allocation
*Regulatory Note: Available only to "Qualified Clients" as defined under SEC Rule 205-3 (Greater than $2.7M Net Worth).
True wealth spans timelines. We manage portfolios with multi-generational horizons in mind, ensuring capital is compounded efficiently. We collaborate with your estate attorneys to ensure your investment structures perfectly support your long-term legacy goals.
The sale of a business creates a unique challenge: replacing operating income with portfolio income. We specialize in the "Day Two" strategy; efficiently deploying cash proceeds into diversified assets to maintain your lifestyle and protect the windfall you spent a lifetime building.
It is not about what you earn; it is about what you keep. We employ strategic asset location and tax-loss harvesting within your portfolio, coordinating directly with your CPA to minimize your tax liability over time.