Richard Struthers is a registered investment advisor at Clearwater Capital Management, based in Naples, FL, with 8 years of industry experience. Richard 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 18 clients with $140M 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 $3.0M | 0.75% |
| $3.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Advisory fees are generally not negotiable; however, for non-discretionary accounts, fees may be negotiated.
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard serves as an independent trustee of the Madison Funds since 2005. This investment-related position requires minimal time each month, with about half of that time during securities trading hours.
Employment History
Current Registrations
Clearwater Capital Management
State Registrations2 states
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