Clearwater Capital Partners manages investment portfolios and provides comprehensive wealth management services to individuals, families, businesses, and non-profits. The firm offers family office services for high-net-worth clients, private wealth management, and retirement plan advisory services. Clearwater Capital Partners builds personalized investment strategies based on each client's goals, time horizon, risk tolerance, and tax considerations. The firm uses a wrap fee program and non-wrap fee options, utilizing Charles Schwab and LPL Financial as custodians. In addition to investment management, Clearwater Capital Partners provides consulting on retirement, estate, tax, and budgetary planning, alongside affiliated services for insurance, bookkeeping, and business consulting.
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 are negotiable on a client-by-client basis.