Clear Creek Financial Management manages investment portfolios and offers financial planning and consulting for individuals, families, and businesses. Clear Creek Financial Management designs tailored investment portfolios using individual stocks, bonds, exchange-traded funds, mutual funds, and other securities, reviewing and rebalancing accounts at least quarterly. The financial planning services cover retirement, estate, tax, insurance, real estate, and education planning. Clear Creek Financial Management also provides pension consulting for employer retirement plans and investment research for other financial professionals. The firm is owned by Benjamin Warren, Brian Deely, Joe Gates, and Jason Kelley.
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.