Clearwater Capital Partners (CCP) provides investment advice and portfolio management to individuals, families, businesses, and non-profit organizations. CCP offers family office services for high-net-worth clients, private wealth management, and institutional advisory services. They also offer insurance and bookkeeping services through affiliated companies. CCP manages investments on a discretionary basis, tailoring strategies to client needs and goals.
Assets Under Management$1.5B
Clients1,007
Advisors15
Avg. per Client$1.5M
Avg. per Advisor$99M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
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 may be negotiable. Minimum annual fee of $5,000 for new relationships after March 31, 2024.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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