Clearview Investments, LLC
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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
Expertise
Fee options
$0 - $500,000: 1.00% $500,000 - $750,000: 0.85% $750,000 - $1,000,000: 0.70% $1,000,000+: 0.50%
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
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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