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
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Advisor Information

Office location

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

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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.

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Employment History
Current Registrations
Clearwater Advisors, LLC
May 2018 - Present · 7 yrs 8 mos
Previous Registrations
Goldman Sachs & CO. LLC Broker
February 2016 - May 2018 · 2 yrs 3 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.