Cameron Swindler
Cameron Swindler is a registered investment advisor at Clear Creek Financial Management, LLC, based in Meridian, ID, with 2 years of industry experience. Cameron 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
1739 S Jade Way Unit 100, Meridian, ID, 83642
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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
Cameron plays bagpipes for tips as part of the Boise Highlanders, dedicating minimal time to this activity. Cameron also serves in a non-voting advisory role on The Schreckengost Future of Care Foundation's investment and finance committee, spending minimal time per month.
Employment History
Current Registrations
Clear Creek Financial Management, LLC
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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