Clearvue Advisors LLC

Overview

Clearvue Advisors LLC is a small, independent registered investment adviser organized as an LLC and operated by an individual owner. The firm targets high-net-worth individuals and families, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Compensation is flexible: percentage-of-AUM billing is offered alongside hourly and fixed-fee arrangements, which allows the firm to tailor engagements from comprehensive wealth management to project-based planning. Investment activity tilts toward externally managed public funds and mutual funds, with the firm acting as a capital allocator when placing client capital into third‑party strategies. Clearvue is not listed as an active ESG investor, and its practice does not report multi-state adviser status or pension consulting services. Most client assets are managed on a discretionary basis, indicating the firm typically implements portfolio decisions directly rather than solely offering advice.

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Investments & Alternatives

Location & Offices