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CFP

Bruno Marques

Clear Creek Financial Management, LLC
22 Years of Experience
Meridian, ID
1 Disclosure
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Bruno Marques is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Meridian, ID, with 22 years of industry experience. Bruno 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.

Clear Creek Financial Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
4,003 clients
Average Client Portfolio
$464K average
Assets Under Management
$1.9B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.50% and is negotiable. Billed monthly in arrears or quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

1120 S Rockham Way, Ste 300, Meridian, ID, 83642

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History

Regulatory History (1)
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Employment Separation After Allegations
May 2016
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Employment History
Current Registrations
Clear Creek Financial Management, LLC
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Ameriprise Financial Services, INC.
December 2003 - May 2016 · 12 yrs 5 mos
State Registrations1 state
ID
Advisor

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
No exam information available for this advisor.
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