Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.

• Clearwater Capital Partners

  Clearwater Capital Partners, an SEC-registered investment adviser, offers the Clearwater Capital Strategic Wealth Management Program, a wrap fee program established in 2006. The firm acts as the sole investment manager, managing assets for various clients to meet financial goals while considering risk tolerance. As a fiduciary, Clearwater Capital Partners always acts in the client's best interest, providing individualized investment advice based on financial circumstances and objectives. The firm primarily manages accounts on a discretionary basis, with some exceptions for private placement investments. Investment recommendations cover a range of securities, including ETFs, mutual funds, and thematic exploration strategies for select clients. The fee structure is tiered based on assets under management, ranging from 1.00% to 0.200%. Clients may withdraw assets at any time, subject to customary procedures. The firm's investment strategies include asset allocation, long-term purchases, portfolio rebalancing, short-term purchases, margin transactions, and option writing. Clearwater Capital Partners discloses affiliations with related entities providing bookkeeping, insurance, and business consulting services. The firm's Code of Ethics ensures ethical conduct, and clients receive periodic reports on account performance. The Custodian provides various services benefiting clients, including investment products and custody, as well as services benefiting the firm's operations. The firm may compensate individuals for client referrals, and no financial conditions impair its ability to meet obligations. Clearwater Capital Partners has no bankruptcy history and does not require advance fees exceeding $1200 per client.

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  $914,379,225 under management

  18 advisors

  Fee structure

  A percentage of assets under your management

  Hourly charges

  Fixed fees

  Services offered

  Financial Planning Services

  Portfolio Management For Individuals And/or Small Businesses

  Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)

  Pension Consulting Services

  Selection Of Other Advisers

  Educational Seminars/workshops

  Qualified Plan Consulting

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