Bruno Melo Marques

CFP

Clear Creek Financial Management, LLC

21 Years of Experience

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Firm Information

Clear Creek Financial Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

45 advisors

Number of Clients

3,783 clients

Average Client Portfolio

$390K average

Assets Under Management

$1.5B

Fee Structure

Financial Plan Fee:$250 - $100,000

Hourly Rate:Up to $350/hr

The maximum annual fee for asset management is 1.50%, billed monthly or quarterly. Financial planning and consulting fees range from $250 to $100,000 as a flat fee or up to $350 per hour. Helios Quantitative Research is offered to other investment advisers with fees based on hourly, flat, or percentage of AUM, with the percentage not exceeding 0.20%. Pension consulting fees are hourly ($250), flat (ranging from $750 to $12,000), or percentage of plan assets (not exceeding 1.00%).

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth

Advisor Information

Office location

9361 Bayshore Drive Nw, Silverdale, WA, 98383

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Regulatory History (1)

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