Bear Creek Asset Management, LLC

Fee-Only (% of Portfolio)

Bear Creek Asset Management is a registered investment advisor founded in 2005 and based in Denver, Colorado. The firm specializes in fixed income asset management, building customized portfolios for high-net-worth individuals, trusts, foundations, and corporate entities. Bear Creek also manages privately offered pooled investment vehicles and private funds. The firm utilizes fundamental and technical analysis to construct portfolios focused on achieving returns relative to risks taken, primarily investing in bonds, debt securities, and other fixed income instruments. Bear Creek operates with discretionary authority over client accounts, allowing investment professionals to buy and sell securities according to each client's agreed-upon objectives without needing prior approval for every transaction.

Assets Under Management$5.2B
Clients189
Advisors8
Avg. per Client$27M
Avg. per Advisor$650M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.40%

The standard fee is 0.40% per year on assets under management. Fees are negotiable and can differ between clients.

Fee Estimator
Your Portfolio Value
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Location

8 Advisors at this firm

Bear Creek Asset Management, LLC - Fees, AUM & Advisors | TrueAdvisor