Clearvue Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Clearvue Advisors is a registered, fee-only investment adviser that provides financial planning, consulting, and investment management to individuals as well as institutional and trust/estate clients. The firm offers tailored planning and portfolio management services across retirement, tax, cash flow, and estate topics common to individual clients.
Investment decisions are guided primarily by fundamental analysis and a long-term, asset-allocation framework, with portfolios implemented mainly through mutual funds, ETFs and individual debt securities and, when appropriate, through unaffiliated independent managers. Clearvue typically establishes an investment policy with clients and provides ongoing discretionary oversight, and it acts as a fiduciary when advising on retirement accounts.
What is distinctive is the firm’s scale and service mix: it manages roughly $48 million on behalf of a very small client roster and supplements AUM-based advisory services with one-time comprehensive planning, hourly engagements, and ongoing fixed-fee planning options. The firm operates as a small, owner-run adviser without broker or product affiliations, does not accept transaction-based compensation, does not vote client proxies, and discloses that it receives institutional platform services from its recommended custodian — a potential source of conflict the brochure describes and monitors.
Client services
Expertise
Fee options
Fixed fees for comprehensive financial plans from $5,000 to $10,000; quarterly fixed fees $1,250 to $5,000
$0 - $1,000,000: 1.00% of assets annually $1,000,001 - $3,000,000: 0.80% of assets annually $3,000,001 - $5,000,000: 0.60% of assets annually $5,000,001+: 0.40% of assets annually
$350 per hour
Minimum fee: $1,250 per quarter minimum fee Fee-only: Fixed fees for financial planning range from $5,000 to $10,000; hourly rate $350; quarterly fixed fees range from $1,250 to $5,000
Main office
Milton MA
Advisors at this office
1
Most active in
Massachusetts
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
Quick links
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