Advisor at Clearwater Capital Partners
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Firm
Clearwater Capital Partners
Location
Hoffman Estates, IL 60169
Credentials
Series 63, Series 65, Series 66
Industry experience
24 years
Melissa Dailey is a financial advisor with Clearwater Capital Partners in Hoffman Estates, IL, holding Series 63, 65, and 66 licenses and bringing 24 years of industry experience. She has worked at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Andrew Watters, Scott Penning, and Lincoln Financial prior to joining Clearwater Capital Partners in 2021. Clearwater Capital Partners serves individuals, including high-net-worth families and family offices, as well as institutional clients, offering services such as family office and private wealth management, institutional advisory, retirement plan advisory, and a wrap-fee investment program. The firm emphasizes written Investment Policy Statements, ongoing asset allocation and rebalancing, and discretionary management, with access to alternative investments and private placements.
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 · Texas
Clearwater Capital Partners
2021 - Present (5 years)
Northwestern Mutual Wealth Management Company
2021 - 2021 (1 year)
Northwestern Mutual Investment Services LLC
2020 - 2021 (1 year)
Andrew Watters
2020 - 2021 (1 year)
Scott Penning
2020 - 2021 (1 year)
Andrew Watters
2020 - 2020 (1 year)
Scott Penning
2020 - 2020 (1 year)
Lincoln Financial
2015 - 2020 (5 years)
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