Clearwater Wealth Management (CWM) provides investment management services where they make investment decisions for you. They also offer financial planning services to their investment management clients at no additional cost. CWM works with individuals, high net worth individuals, trusts, small businesses, and estates.
Assets Under Management$7M
Clients8
Advisors1
Avg. per Client$870K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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