Boris Desancic
Boris Desancic is a registered investment advisor at Clear Creek Financial Management, LLC, based in Coeur d'Alene, ID, with 30 years of industry experience. Boris operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 4,003 clients with $1.9B 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% |
Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.
Fee Estimator
Location
212 W Ironwood Dr. #D651, Coeur d'Alene, ID, 83814
Get directionsHistory
Regulatory History (1)
Regulatory
September 2019Other Business ActivitiesSells Insurance
Boris is the chairman of the board for the non-profit Redeeming Soles, dedicating a few hours per week. He also works as a consultant for Boris Desancic Consulting, coaching and mentoring financial advisors, which takes about a third of his time. Finally, Boris is an insurance agent selling life and disability insurance through WestPac Wealth Partners/Guardian Life Insurance Company and advises The Grape Basket for minimal time.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
The Leaders Group, INC.Broker
Ascend Financial Services, INC.Broker
Bma Financial Services, INC.Broker
State Registrations1 state
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.
Exams
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