Clearwater Capital Management (CCM) works with clients to set investment goals based on their individual needs. CCM typically manages investments for clients, making decisions on their behalf without prior approval, buying and selling stocks, bonds, and other securities. CCM may also provide investment advice where client approval is needed before acting.
Assets Under Management$140M
Clients18
Advisors1
Avg. per Client$7.7M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...