Contact Us
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ClearView Private Wealth LLC
24654 N Lake Pleasant Pkwy, Ste 103-722
Peoria, AZ 85383
(623) 227-1158
ClearviewPrivateWealth.com
This brochure provides information about the qualifications and business practices of ClearView Private Wealth LLC. If you have any questions about the contents of this brochure, please contact us at (623) 227-1158 or by email at info@clearviewprivatewealth.com. The information in this brochure has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority.
Additional information about ClearView Private Wealth LLC is also available on the SEC’s website at https://adviserinfo.sec.gov.
Since the Firm's last filing, and prior to the onboarding of any clients, ClearView Private Wealth LLC has made the following material changes to its brochure:
ClearView Private Wealth LLC ("ClearView") is a registered investment advisor providing personalized investment advisory services to our clients. Our firm is dedicated to understanding the unique financial situations and goals of each client. All advice is tailored to the client's specific needs, objectives, and risk tolerance. ClearView does not have custody of client funds or securities. All client assets are held at a qualified custodian.
ClearView provides ongoing portfolio management services on a discretionary basis. After developing an understanding of the client's financial situation and investment objectives, we will create a customized investment portfolio. This portfolio will be continuously monitored and rebalanced as necessary to meet the client's goals.
ClearView offers financial planning and consulting services on specific topics as mutually agreed upon. These project-based services may include a one-time review of a client's existing investment portfolio.
ClearView offers services for a fee based on a percentage of assets under management (AUM), hourly fees, and fixed fees.
Clients may terminate their advisory agreement with ClearView at any time by providing written notice. Upon termination, any prepaid but unearned fees will be refunded to the client on a pro-rata basis. Clients will also incur other fees and expenses in connection with their accounts, such as brokerage commissions and custodial fees.
ClearView charges performance-based fees for certain qualified clients while charging asset-based fees for other clients. This arrangement creates a potential conflict of interest, as it may create an incentive for ClearView to favor performance-fee accounts and cause them to take on greater risks.
ClearView upholds its fiduciary duty to all clients and mitigates this conflict by ensuring that all investment decisions are made in accordance with each client's specific investment policy statement, objectives, and risk tolerance.
ClearView Private Wealth LLC provides investment advisory services to: Individuals, High-Net-Worth Individuals, Trusts and Estates, and Businesses. We generally require a minimum portfolio size of $30,000.
ClearView utilizes a blended approach combining Fundamental Analysis (to identify quality) and Technical Analysis (to guide timing).
All investment strategies involve a risk of loss. Investing in securities involves the risk of losing some or all of the principal amount invested. There is no guarantee that any investment strategy will be successful.
ClearView Private Wealth LLC and its associated persons have no legal or disciplinary events to disclose.
Matthew Nathaniel Agnetti, an Investment Adviser Representative of ClearView, holds an Arizona license as an independent insurance agent. While not currently active, if he were to recommend insurance products in the future, he would earn a commission. This conflict is mitigated by our Fiduciary Standard.
ClearView has adopted a Code of Ethics that sets forth the standards of business conduct required of our associated persons. The core principles are to always place the interests of our clients first and to avoid conflicts of interest.
ClearView does not maintain custody of client assets. Clients are required to establish brokerage accounts with Schwab Advisor Services ("Schwab"). We have selected Schwab based on their execution quality, competitive costs, and robust technology.
Accounts are reviewed on an ongoing basis by Matthew Nathaniel Agnetti. More formal reviews are conducted at least annually. Clients receive trade confirmations and monthly/quarterly statements directly from the Custodian.
ClearView does not receive any economic benefit from third parties for providing investment advice to our clients, nor do we pay referral fees to others.
ClearView does not maintain physical custody of client funds. All assets are held at a Qualified Custodian (Schwab). We are deemed to have "limited custody" solely because we have the authority to deduct advisory fees directly from client accounts.
ClearView may accept discretionary authority to manage client accounts. This allows us to determine which securities to buy and sell without obtaining prior approval for each transaction. This authority is granted via a written investment advisory agreement.
ClearView does not vote proxies on behalf of clients. Clients retain the responsibility for voting proxies.
ClearView does not require prepayment of more than $500 in fees per client, six months in advance. We have no financial condition reasonably likely to impair our ability to meet contractual commitments.
Principal Executive Officer: Matthew Nathaniel Agnetti. Mr. Agnetti is the sole Principal Executive Officer and Managing Member. His education and background are described in the Form ADV Part 2B Brochure Supplement.