Christopher Shuba
Christopher Shuba is a registered investment advisor at Clear Creek Financial Management, LLC, based in Loomis, CA, with 14 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
9732 Clos Du Lac Circle, Loomis, CA, 95650
Get directionsHistory
Regulatory History (1)
Regulatory
April 2020Other Business Activities
Christopher is the CEO of Helios Quantitative Research, an algorithm-based consulting firm, dedicating all of his time during trading hours. He also has equity ownership in Dollar Dollar Dollar, Pulse360, and Voodoo E-Commerce, but spends no time on these ventures.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Columbia Management Investment Distributors, INC.Broker
Ameriprise Financial Services, INC.Broker
Olde Discount CorporationBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.