Clearview Investment Partners, LLC

Clearview Investment Partners, LLC is a Registered Investment Adviser based in Costa Mesa, CA, established in 2009. The firm specializes in providing wealth management services, including financial planning, investment portfolio management on a discretionary or non-discretionary basis, and advice on various types of investments. Clients are required to enter into written agreements outlining the terms of service. The firm primarily allocates client assets among mutual funds, ETFs, individual securities, and Independent Managers based on client objectives and risk tolerance. The minimum account size to start a relationship with Clearview Investment Partners is $250,000, although exceptions may be made based on specific criteria. The firm charges annual fees based on a percentage of assets under management, ranging from 0.10% to 1.25%, depending on the portfolio value and services provided. Clearview Investment Partners does not engage in performance-based fees and provides services to individuals, trusts, estates, corporations, and business entities. Clients have the option to grant the firm investment discretion, allowing Clearview Investment Partners to make decisions on securities transactions without prior client consent. The firm does not vote client securities and does not have any material changes or disciplinary information to disclose. Clients receive regular account reviews and statements, and the firm does not accept prepayment of fees exceeding $1,200 in advance.