GC
CFA

Garrett Evan Cudahey

5 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
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Advisor Information

Office location
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
February 2024 - Present · 1 yr 11 mos
Previous Registrations
Government Portfolio Advisors LLC
March 2020 - January 2024 · 3 yrs 10 mos
State Registrations2 states
IDOR
Advisor
Exams
No exam information available for this advisor.