Laurence Schiffman
Laurence Schiffman is a CFP-designated registered investment advisor at Clear Creek Financial Management, LLC, based in Lakewood, CO, with 19 years of industry experience. Laurence 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
12600 W. Colfax Ave, Ste B-320, Lakewood, CO, 80215
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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
Laurence is the 100% owner of Traverse Group, LLC, a legal entity formed to employ staff and do financial plans, dedicating minimal time. He is also a co-trustee of The Schiffman Family Living Trust and helps customers prepare tax returns for Traverse Planning - Tax Prep, spending about 10-20% of his time during tax season and a few hours per week the rest of the year.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
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.