Clear Creek Financial Management offers investment advisory services including asset management, financial planning, pension consulting, and quantitative research. For asset management, they create tailored portfolios and review them quarterly. Financial planning covers various areas like retirement, estate, and tax planning. Pension consulting assists employer plan sponsors with retirement plans. They also offer a free educational newsletter.
Assets Under Management$1.5B
Clients3,783
Advisors47
Avg. per Client$390K
Avg. per Advisor$31M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location
47 Advisors at this firm
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