Advisor at Clearwater Capital Partners
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Firm
Clearwater Capital Partners
Location
Hoffman Estates, IL 60169
Credentials
CFP®, Series 65
Industry experience
16 years
Jeffrey Dehaan is a CFP® with 16 years of experience in the financial advisory industry, currently serving at Clearwater Capital Partners. He has been with Clearwater Capital Partners and its affiliates since 2013. In addition to his advisory role, he places insurance products for clients as part of their overall wealth management plans. Clearwater Capital Partners advises high-net-worth individuals, family offices, and institutional clients, offering services such as private wealth management, family office support, and retirement plan advisory. The firm emphasizes portfolio management guided by written Investment Policy Statements and employs a mix 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
Clearwater Capital Partners
2025 - Present (1 year)
Clearwater Capital Partners
2018 - 2025 (7 years)
Clearwater Capital Partners, Llc
2013 - Present (13 years)
Clearwater Capital Partners, Llc
2013 - 2018 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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