Clear Creek Advisors offers investment management services by recommending model portfolios managed by unaffiliated registered investment advisors (subadvisors). Clear Creek Advisors monitors the subadvisor's activities. They also have a co-advisory service with Advisory Alpha, LLC. Clients may impose some restrictions when using the co-advisory service. Clear Creek Advisors discusses clients' financial situations, goals, and risk tolerance to recommend suitable model portfolios.
Assets Under Management$720M
Clients483
Advisors9
Avg. per Client$1.5M
Avg. per Advisor$80M
www.youtube.com/channel/uccft840lm8-wpvkon7pgq-w ·www.linkedin.com/company/16244388 ·www.ccaretirement.com
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be negotiated at the discretion of the advisor.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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