Broker Check

About us & our fee structure

Highly-qualified fiduciaries

We are fiduciaries and Certified Financial Planner™ professionals. The CFP® certification includes background checks and an all-day exam. As fiduciaries, we are committed to place the interests of our clients ahead of our own. That's how we designed our business, and we wouldn't have it any other way. 

Our advisors bring a wealth of experience from other fields, including corporate finance, nonprofits, marketing, and engineering. Each of us does this work because we enjoy helping people.

Free initial consultation 

Our goal in your initial consultation is to answer your burning questions and recommend some actions you can take to improve your financial future, regardless of whether you choose to join us. This will not include a written plan.

Call to set up your free initial consultation: 513-469-8400

Fee-only pricing

As a Clear Perspectives client, you receive comprehensive financial planning for a fee based upon the value of the investments we manage. Our fee structure begins at 1% of managed assets per year, billed quarterly in arrears. The minimum portfolio size is $250,000.

Fee-only means we are paid exclusively by our actual clients, accepting no commissions or sales incentives of any kind. 

Tiered fees 

  • 1.00% on your assets up to $500k
  • 0.85% on your assets between $500k and $2 MM
  • 0.60% on your assets between $2 MM and $4 MM
  • 0.50% on your assets above $4 MM

Your fees are less than 1% as soon as your portfolio exceeds $500,000. For example, a portfolio of $1.2 million is billed at the effective annual rate of .91%. 

More: