Advisor at Clearwater Capital Partners
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Firm
Clearwater Capital Partners
Location
Hoffman Estates, IL 60169
Credentials
Series 65
Industry experience
2 years
Valerie Hogan is a financial advisor at Clearwater Capital Partners with a Series 65 designation and one year of industry experience. She previously worked at National Christian Foundation and Orchard Ministry Development and spent a decade at Gibbs & Associates. Outside of advising, she manages several non-investment related LLCs involved in real estate oversight. Clearwater Capital Partners serves high-net-worth individuals, family offices, and institutional clients, offering family office and private wealth management, institutional advisory, and retirement plan services. The firm employs a disciplined investment approach based on written Investment Policy Statements and offers 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
2024 - Present (2 years)
National Christian Foundation
2019 - 2024 (5 years)
Orchard Ministry Development
2015 - 2024 (9 years)
Gibbs & Associates
2009 - 2019 (10 years)
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Bank
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Lawyer
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Real estate agent
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Other specialized services
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