Engagement Models

Precision structures for every stage of wealth.

Choose Your Path

ClearView offers two distinct paths to partnership, ensuring every client receives a strategy tailored to their specific financial profile and regulatory status.

For The Builders

The Wealth Accelerator

Designed for High-Income Earners & Aggressive Savers. This is the "Build Phase" of your financial life.

Our goal is simple: Get you to the $2.2M Net Worth threshold as efficiently as possible. We don't want you paying asset-based fees forever. We want to grow your capital until you qualify for our Partner status.

✓ Institutional Management: Managed alongside our largest clients.
✓ Valuation Discipline: We trim risk in overheated markets.
✓ Direct CIO Access: No junior associates. Direct strategy oversight.

Fee Structure

1.00% – 2.50% (Tiered Asset-Based Fee)

Traditional fiduciary transparency. No hidden commissions or third-party kickbacks.

View Accelerator Details

For The Partners

The Performance Partnership

This is our flagship innovation. We eliminate the drag of fixed annual management fees, shifting the focus entirely to growth and recovery.

We utilize an inherent High-Water Mark: We don't earn a dime until we recover your portfolio to its previous high and generate new profit.

✓ 0.00% Fixed Management Fee.
✓ 18% Performance-Based Fee on New Gains Only.
✓ Asymmetric Strategy: A focus on downside protection with uncapped upside potential.

Fee Structure

0.00% Annual Management Fee

18.00% Performance Allocation

*Regulatory Note: Available only to "Qualified Clients" as defined under SEC Rule 205-3 (>$2.2M Net Worth).

Apply for Partnership

Comprehensive Wealth Solutions

Generational Wealth

True wealth spans timelines. We manage portfolios with multi-generational horizons in mind, ensuring capital is compounded efficiently for your heirs. By aligning investment structures with your long-term legacy goals, we help preserve purchasing power for the next chapter.

Post-Transaction Management

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.

Tax Optimization

It is not about what you earn; it is about what you keep. We employ strategic asset location and harvesting to minimize liability.