Kimberly Harris
Kimberly Harris is a registered investment advisor at Clear Creek Financial Management, LLC, based in Silverdale, WA, with 25 years of industry experience. Kimberly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 3,783 clients with $1.5B 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 | 1.50% |
The maximum annual fee charged for asset management services will not exceed 1.50%. Fees are negotiable.
Fee Estimator
Location
9361 Bayshore Drive Nw, Silverdale, WA, 98383
Get directionsHistory
Regulatory History (2)
Criminal
May 1990Criminal
February 1990Other Business Activities
Kimberly is a board member (treasurer) for Idaho Women's Financial Conference Inc/Smart Women Smart Money, an organization that educates women in financial matters. This requires minimal time.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Arbor Point Advisors
Securities America Advisors, INC.
Securities America, INC.Broker
Kms Financial Services, INC.Broker
Kms Financial Services, INC
Sawtooth Securities, LLC
Sawtooth Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.