RL
CFA

Richard Ming Yuh Lin

11 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
33 clients
Average Client Portfolio
$137.1M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

Clearwater's investment advisory fees are based on a percentage of assets under management and are negotiable, typically ranging between 0.1% and 0.40%. Clients are responsible for brokerage and transaction costs, as well as custody fees. A fixed fee is charged to a small number of clients for liquidity and counterparty analysis services.

Areas of Practice
Investment Management
Loading...

Advisor Information

Office location

101 S. Capitol Blvd, Suite 1201, Boise, ID, 83702

Get directions
Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Clearwater Advisors, LLC
October 2014 - Present · 11 yrs 3 mos
State Registrations2 states
CAID
Advisor
Exams
No exam information available for this advisor.