Benjamin Warren
Benjamin Warren is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Sandpoint, ID, with 20 years of industry experience. Benjamin 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
Sandpoint, ID
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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 Activities
Benjamin has ownership of the office building through Clear Creek RE Holdings. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Evergreen Wealth Management Services, INC.
Thrivent Investment Management INC.
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.
Exams
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