William Jackson
William Jackson is a CFA-designated registered investment advisor at Bear Creek Asset Management, LLC, based in Denver, CO, with 38 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 176 clients with $7.5B 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 | 0.40% |
The standard charge is 0.40% per year. The Advisory Fee is negotiable and can differ between clients.
Fee Estimator
Location
1200 17th Street, Suite 970, Denver, CO, 80202
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William is a Managing Director at Bear Creek Asset Management, LLC, spending nearly full-time on this role. He also serves as Trustee for Jackson Family Trusts and volunteers on the Board of Friends of Vietnam Ministries, dedicating minimal time to each.
Employment History
Current Registrations
Bear Creek Asset Management, LLC
Bear Creek Securities LLCBroker
Previous Registrations
Wells Fargo Investments, LLCBroker
Wells Fargo Investments, LLCBroker
Wells Fargo Securities INC.Broker
Forum Financial Services, INC.Broker
Norwest Investment Services, INC.Broker
Kemper Securities Group, INC.Broker
Boettcher & Company, INC.Broker
State Registrations2 states
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.