Advisor at Clearwater Capital Partners
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Firm
Clearwater Capital Partners
Location
Hoffman Estates, IL 60169
Credentials
CFA®, Series 63, Series 65
Industry experience
13 years
Tyler Beachler is a CFA® charterholder with 13 years of industry experience. He is currently with Clearwater Capital Partners, where he has worked since 2012, including a six-year period at LPL Financial. Clearwater Capital Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering services such as family office and private wealth management, institutional advisory, and retirement plan advisory. The firm manages portfolios based on written Investment Policy Statements, utilizing fundamental, technical, quantitative, and thematic analysis, and provides 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
Clearwater Capital Partners
2025 - Present (1 year)
Clearwater Capital Partners
2023 - 2025 (2 years)
Clearwater Capital Partners
2022 - Present (4 years)
Clearwater Capital Partners
2019 - 2023 (4 years)
Clearwater Capital Partners
2016 - 2019 (3 years)
Clearwater Capital Partners
2016 - 2019 (3 years)
lpl financial
2012 - 2018 (6 years)
Clearwater Capital Partners
2012 - 2016 (4 years)
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