Garrett Cudahey is a CFA-designated registered investment advisor at Clearwater Advisors, LLC, based in Salem, OR, with 5 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 32 clients with $4.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clearwater Advisors' fee for managing your investments is a percentage of the value of your portfolio. The fee is negotiable and typically ranges from 0.1% to 0.40% per year. Clearwater also receives a fixed fee from a small number of clients for services relating to liquidity and counterparty analysis.
Location
Salem, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Clearwater Advisors, LLC
Previous Registrations
Government Portfolio Advisors LLC
State Registrations2 states
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