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, LLC offers asset management, financial planning & consulting, pension consulting, Helios Quantitative Research, and newsletters. They tailor investment advice and offer individualized portfolio management. The firm manages both discretionary and non-discretionary assets.
Fee Structure
The maximum annual fee for asset management will not exceed 1.50%. Fees are billed monthly in arrears or quarterly in advance. Financial planning and consulting fees are charged hourly (maximum $350/hour) or as a flat fee ($250 to $100,000). Helios Quantitative Research services are charged hourly (maximum $1,000/hour), flat fee (base fee + $500 per financial advisor), or based on AUM (not exceeding 0.20%). Pension consulting fees are charged hourly ($250/hour), flat fee ($750 to $12,000), or based on AUM (not exceeding 1.00%).
Areas of Practice
Location
9361 Bayshore Drive Nw, Silverdale, WA, 98383