Clear Waters Financial Network provides financial planning and portfolio management services. They start with a free initial consultation to understand your goals and risk tolerance. If you choose to become a client, you'll sign an agreement outlining the services and fees. For investment management, you can choose whether Clear Waters Financial Network makes trades for you (discretionary) or if you enter your own trades (non-discretionary). They create a written financial plan tailored to your situation, covering areas like investments, insurance, retirement, and college planning.
Assets Under Management$20M
Clients37
Advisors1
Avg. per Client$550K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Clear Waters Financial Network may negotiate its management fee under select circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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