Menu
Clearwater Capital Partners
Hoffman Estates, Illinois
5.0
2 Reviews
Clearwater Capital Partners, a local investment advisory firm based out of Hoffman Estates, IL, is dedicated to providing comprehensive financial solutions to its clients. With over 550 individual clients and a remarkable $1,052,163,000 in assets under management, the firm has established a strong reputation in the industry.
While specializing in managing employer funds, Clearwater Capital Partners also offers services for 401K and individual accounts, although they represent less than 30% of their total assets under management. A notable aspect is that 87% of the assets they manage are discretionary, demonstrating their expertis...see more
Assets Under Mgmt
$1.05B
Investment Professionals
12
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other: QUALIFIED PLAN CONSULTING
Reviews for Clearwater Capital Partners
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.