Bear Creek Asset Management provides investment advice, focusing on fixed income, to high-net-worth individuals, trusts, foundations, and corporations. Bear Creek determines each client's investment objectives and risk tolerance to tailor advice. Bear Creek also advises privately offered pooled investment vehicles. Bear Creek does not consider its services to be financial planning.
Assets Under Management$7.5B
Clients176
Advisors8
Avg. per Client$42M
Avg. per Advisor$930M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The standard charge is 0.40% per year. The Advisory Fee is negotiable and can differ between clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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