Clearview Private Wealth

ClearView Private Wealth LLC provides discretionary portfolio management and project-based financial planning and consulting services. The firm offers multiple fee arrangements — asset-based, performance-based, hourly, and fixed fees — and provides ongoing monitoring, rebalancing, and customized advice tied to each client’s objectives.

ClearView applies a blended investment process that combines fundamental security selection with technical analysis for trade timing, using a core-satellite framework where the satellite sleeve employs tactical and swing trading; for clients with documented aggressive risk profiles, the satellite may include leveraged or inverse instruments. Discretionary authority is used to implement strategy, and accounts are reviewed on an ongoing basis with at least annual formal reviews.

The firm recently restructured its performance-fee program prior to onboarding clients, adopting an 18% performance fee calculated on an average-balance, cumulative basis intended to smooth short-term volatility; performance fees are invoiced while asset-based fees may be directly debited, resulting in limited custody solely for fee deduction. Operationally notable features include a custodial requirement with a specified qualified custodian (Schwab) and a policy of not voting client proxies, items that institutional or specialist clients may consider when evaluating operational practices.