Clearview Investments, LLC logo

Clearview Investments, LLC

Updated today

Client AUM

$59,125,000

Clients

379

Advisors

5

of 5 employees

About

ClearView Investments, LLC provides investment management and separate financial planning to individual and high‑net‑worth clients. The firm offers continuous portfolio supervision, the option to use third‑party (outside) managers, and tiered planning engagements labeled Foundations, Comprehensive, and Private Client + Business.

ClearView emphasizes passive, asset‑allocation portfolios built with index mutual funds and exchange‑traded funds, focusing on diversification, tax considerations, and matching allocations to client objectives and time horizon; the firm does not perform individual company stock analysis. It also conducts periodic account reviews, monitors outside managers it recommends, and integrates planning discussions that may affect portfolio decisions.

Noteworthy aspects include a structured client‑education and planning workflow—implementation meetings, a 90‑day progress check, and regular planning touchpoints—that align with the firm’s stated planning tiers and the educational support it receives through its custodial relationships. The firm restricts investment management to accounts held at Betterment or Altruist and its advisory team includes professionals with prior careers in law enforcement, education, and insurance, which the brochure indicates influence its client service and planning capabilities.

Client services

Portfolio management Selection of other advisers

Expertise

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies

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Fee options

Percentage

$0 - $500,000: 1.00% $500,000 - $750,000: 0.85% $750,000 - $1,000,000: 0.70% $1,000,000+: 0.50%

Subscriptions

Foundations: $599 initial plan and $150/month for optional ongoing advice; Comprehensive: $1,199 initial plan and $250/month for optional ongoing advice; Private Client + Business: $2,499 initial plan and $400/month for optional ongoing advice

Main office

1360 Baldwin St

Jenison MI 49428

Advisors at this office

5

Most active in

Michigan

Also doing business as

Clearview Financial, LLC · Clearview Investments · Clearview Investments, LLC

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chassity K

CFP®, Series 63

Jenison, MI

Clearview Investments, LLC

Chassity Kania is a CFP®-certified financial advisor with 10 years of industry experience. She is currently with Clearview Investments, LLC and has previously worked at Ameriprise Financial Services, LLC, Lake Michigan Credit Union, LPL Financial LLC, The Huntington National Bank, Fifth Third Bank, and JPMorgan Securities LLC. Kania provides pro bono financial planning services to women who are victims of domestic violence through the Women's Resource Center. Clearview Investments, LLC offers investment management and financial planning to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm emphasizes diversification, tax considerations, and structured client education within tiered planning engagements.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
user avatar

Kurt H

Series 65

Jenison, MI

Clearview Investments, LLC

Kurt Holzhueter is a financial advisor with Clearview Investments, LLC, holding a Series 65 designation and 16 years of industry experience. He has worked with Clearview Financial, LLC since 2010 and has been a high school teacher at Thornapple-Kellogg School since 1987. In addition to his advisory role, Holzhueter is a licensed insurance agent and maintains an active teaching career. Clearview Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm emphasizes diversification, tax considerations, and a structured client-education workflow, serving accounts held at Betterment or Altruist.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
user avatar

Leonard D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Leonard Debraber is a financial advisor with ClearView Investments, LLC in Jenison, MI, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at ClearView Financial, LLC since 2014 and previously held roles at HBW Advisory Services LLC and HBW Insurance & Financial Services, Inc. Outside his advisory work, he has served as an independent contractor running the clock at Sparta High School basketball games since 1979. ClearView Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index funds and ETFs. The firm emphasizes diversification, tax considerations, and tailored planning through structured client education and reviews.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
user avatar

Karl H

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Karl Holzhueter is a financial advisor at ClearView Investments, LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Clearview Financial LLC since 2007 and HBW Insurance and Financial Services, Inc. since 2003. Prior to his financial career, he served for 25 years with the Grand Rapids Police Department. Outside of advising, he is an owner of CVI Properties. ClearView Investments, LLC offers investment management and financial planning to individual and high-net-worth clients, focusing on passive, asset-allocation portfolios using index mutual funds and ETFs. The firm provides continuous portfolio supervision, tiered planning services, and restricts management to accounts held at Betterment or Altruist.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
user avatar

Timothy D

Series 63, Series 65

Jenison, MI

Clearview Investments, LLC

Timothy Devries is a financial advisor at Clearview Investments, LLC with 16 years of industry experience. He holds the Series 63 and Series 65 credentials and has worked at Clearview Financial LLC since 2007. He also served the City of Grand Rapids for 27 years. Outside of his advisory role, he is an owner of CVI Properties. Clearview Investments, LLC provides investment management and financial planning services to individual and high-net-worth clients. The firm focuses on passive, asset-allocation portfolios using index mutual funds and ETFs, emphasizing diversification, tax considerations, and aligning investments with client objectives and time horizons.

General retirement planning Retirement income strategy Social Security optimization Roth conversion strategy Charitable giving tax strategies
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