Robert Klaess is a registered investment advisor at Clear Creek Advisors, based in Denver, CO, with 10 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 483 clients with $720M 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 | 1.50% |
Fees may be negotiated at the discretion of the advisor.
Fee Estimator
Location
7900 E Union Ave, Suite 150, Denver, CO, 80237
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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 ActivitiesSells Insurance
Robert is a licensed insurance agent with Clear Creek Insurance since 2009. He spends nearly full-time on insurance-related activities.
Employment History
Current Registrations
Clear Creek Advisors
Previous Registrations
Alphastar Capital Management, LLC
Alphastar Capital Management, LLC
Liberty Group, LLC
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.