Clearwater Investment Management offers ongoing portfolio management services based on each client's individual goals, objectives, time horizon, and risk tolerance. Clearwater creates an Investment Policy Statement for each client, which outlines the client’s current situation and constructs a plan to aid in the selection of a portfolio that matches each client’s specific situation. Clearwater generally limits its money management to mutual funds, equities, ETFs, REITs, and government securities.
Assets Under Management$3.2M
Clients12
Advisors1
Avg. per Client$270K
Avg. per Advisor$3.2M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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