Advisor at Clearwater Capital Partners
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Firm
Clearwater Capital Partners
Location
Hoffman Estates, IL 60169
Credentials
Series 65
Industry experience
5 years
Hunter Sims is a financial advisor at Clearwater Capital Partners with five years of industry experience. He holds a Series 65 designation and has held roles at the University of Cambridge Cambridge Centre for Alternative Finance since 2019, where he serves as Associate Director of Business & Operations. He is also involved with Financial Innovation Commons Ltd. and Regulatory Genome Development Ltd., which focus on financial technology and regulatory applications. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering services including private wealth and family office management, institutional advisory, and retirement plan strategies. The firm emphasizes portfolio construction based on written Investment Policy Statements and uses a combination of fundamental, technical, quantitative, and thematic analysis.
Based on Clearwater Capital Partners
Based on Clearwater Capital Partners
Fixed fees for case strategy reviews $5,000 to $25,000; fixed fees for speaking engagements $2,000 to $5,000
$0 - $2,000,000: 1.000% $2,000,001 - $5,000,000: 0.750% $5,000,001 - $10,000,000: 0.550% $10,000,001 - $25,000,000: 0.350% $25,000,001 - $50,000,000: 0.300% $50,000,001 - $100,000,000: 0.250% $100,000,001+: 0.200%
$250 to $1,000 per hour for consulting services; $250 to $500 per hour for speaking engagements
Family Office Services may include monthly retainer fees; no specific amounts stated
Minimum fee: $5,000 annually ($416.67 monthly) minimum for Wrap Fee and Non-Wrap Fee Program clients; $5,000 annually minimum for Retirement Plan Advising clients Fee-only: Hourly consulting fees range from $250 to $1,000 per hour; fixed fees for case strategy reviews range from $5,000 to $25,000; speaking engagements hourly fees $250-$500 and fixed fees $2,000-$5,000
2800 West Higgins Road, Suite 1025
Hoffman Estates, IL 60169
Illinois
University of Cambridge Cambridge Centre for Alternative Finance
2019 - Present (7 years)
University of Cambridge
2018 - 2020 (2 years)
Urwego Bank (HOPE International)
2017 - 2018 (1 year)
PNC Bank
2016 - 2017 (1 year)
First Merchants Bank
2015 - 2016 (1 year)
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