Q: Is there any charge for consultations?
A: Every consultation is free until you become an official client.
Q: What are the fees /charges for your services?
A: We are fee-based advisors. We annually charge a small percentage fee based on the assets you have under management with our firm. When we are not able to charge a fee-only, we disclose all costs to our clients and what we will be compensated.
Q: Is there a minimum amount of money I need to have ready to invest before you will help me?
A: No. We have no account size minimums.
How do I access my account balances?
CIR Statements Access for Clients:
1) Go to our web site: www.clearvistafinancial.com
2) Click on Account Access
3) Click on Register Now
4) Enter your social security number
5) When asked for a temporary password, please use: clearvista
6) You will then be routed to create your own user name and password and confirm password.