Clearview Investment Partners, LLC, a small investment advisory firm based out of Costa Mesa, CA, is dedicated to providing comprehensive investment solutions to its clients. With a total of three employees, two of whom specialize in investment advisory services, Clearview Investment Partners offers personalized financial guidance tailored to each client's unique needs.
With an average of approximately $97,720,000 in assets under management per investment advisor, Clearview Investment Partners' performance is in line with industry standards. Their compensation structure includes various types, such as a percentage of assets under management and performance-based fees, ensuring alignment of interests with their clients.
Boasting over 80 individual clients and managing more than $83,996,000 in assets, Clearview Investment Partners primarily caters to high-net-worth individuals. Although 401(k) and individual accounts represent a smaller portion of their assets under management, the firm possesses the expertise and capability to manage employer funds. Notably, all the assets they manage are discretionary, allowing for flexibility and proactive decision-making.
In addition to their investment advisory services, Clearview Investment Partners also serves as an insurance broker or agent, further diversifying their range of offerings. Operating from a single office, the firm takes pride in its longstanding advisors, including Garrett Abel, Ray Lombardo, and Kenneth Hobbs, who bring a wealth of experience and expertise to their clients' investment strategies.
Overall, Clearview Investment Partners, LLC is committed to delivering exceptional financial guidance and investment solutions to their clients, ensuring their financial goals are met with utmost precision and care.