Melissa Dailey is a registered investment advisor at Clearwater Capital Partners, based in Hoffman Estates, IL, with 24 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 1,007 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.55% |
| $10.0M - $25.0M | 0.35% |
| $25.0M - $50.0M | 0.30% |
| $50.0M - $100.0M | 0.25% |
| $100M+ | 0.20% |
Fees may be negotiable. Minimum annual fee of $5,000 for new relationships after March 31, 2024.
Fee Estimator
Location
2800 West Higgins Road, Suite 1025, Hoffman Estates, IL, 60169
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Clearwater Capital Partners
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
Ascensus Broker Dealer Services, INC.Broker
American Century Advisory Services, INC.
American Century Brokerage, INC.Broker
American Century Brokerage, INC.Broker
American Century Investment Services INC.Broker
State Registrations2 states
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