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Melissa Dailey

Clearwater Capital Partners
25 Years of Experience
Hoffman Estates, IL
View SEC Summary
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Melissa Dailey is a registered investment advisor at Clearwater Capital Partners, based in Hoffman Estates, IL, with 25 years of industry experience. Melissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 1,041 clients with $1.7B in assets under management.

Clearwater Capital Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,041 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.75%
$5.0M - $10.0M0.55%
$10.0M - $25.0M0.35%
$25.0M - $50.0M0.30%
$50.0M - $100.0M0.25%
$100M+0.20%

Fees are negotiable on a client-by-client basis.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2800 West Higgins Road, Suite 1025, Hoffman Estates, IL, 60169

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Clearwater Capital Partners
October 2021 - Present · 5 yrs
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
October 2020 - June 2021 · 8 mos
Lincoln Financial Advisors CorporationBroker
April 2015 - July 2020 · 5 yrs 3 mos
Ascensus Broker Dealer Services, INC.Broker
February 2013 - February 2015 · 2 yrs
American Century Advisory Services, INC.
June 2011 - June 2012 · 1 yr
American Century Brokerage, INC.Broker
January 2005 - June 2012 · 7 yrs 5 mos
American Century Brokerage, INC.Broker
July 2000 - December 2002 · 2 yrs 5 mos
American Century Investment Services INC.Broker
March 2000 - June 2012 · 12 yrs 3 mos
State Registrations2 states
ILTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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