Clear Creek Financial Management, LLC

Assets Under Management

$1.5B

Number of Clients

3,783

Number of Advisors

45

Average Client AUM

$390K

AUM per Advisor

$32.8M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Clear Creek Financial Management offers asset management, financial planning & consulting, pension consulting, Helios Quantitative Research, and newsletters. They tailor investment advice and offer individualized portfolios based on client needs and goals. The firm does not offer wrap fee programs for new clients.

Fee Structure

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

45 Advisors at this firm

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