Clearwater Advisors, LLC
Assets Under Management
$4.5B
Number of Clients
33
Number of Advisors
7
Average Client AUM
$137.1M
AUM per Advisor
$646.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Clearwater Advisors specializes in fixed income investing for separately managed accounts. Clients include corporate cash portfolios, state and local governments, school districts, insurance companies, endowments, foundations, trusts, family offices, credit unions and corporate pension plans. The firm constructs investment strategies tailored to the client's portfolio risk and return objectives.
Fee Structure
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
Location
101 S. Capitol Blvd, Suite 1201, Boise, ID, 83702