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...
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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
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.