Garrett Cudahey is a CFA-designated registered investment advisor at Clearwater Advisors, LLC, based in Salem, OR, with 6 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 32 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Management fees typically range between 0.1% and 0.40% of the value of your portfolio and are negotiable based on the amount of assets, account nature, and specific investment guidelines.
Fee Estimator
Location
Salem, OR
Get directionsHistory
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 Advisors, LLC
Previous Registrations
Government Portfolio Advisors LLC
State Registrations2 states
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
More Advisors
- Laurence Hanslits, CFPWealth Enhancement Advisory Services, LLC
- Mark Bain, ChFCCwm, LLC
- John Sipple, CFPMorgan Stanley
- Thomas Dutoit, ChFCState Farm Investment Management CORP.
- Barrigan Nelson, CFPCapital Financial Planners
- Jeffrey Davis, CFPEdward Jones