Clear Creek Financial Management, LLC is a highly reputable regional investment advisory firm headquartered in Silverdale, WA, offering comprehensive financial services to clients. With a strong presence, they operate 21 offices across the region, strategically positioned to serve a diverse clientele. Their team comprises 37 experienced professionals solely dedicated to providing exceptional investment advisory services.
With an average of $24,360,000 in assets under management per investment advisor, Clear Creek Financial Management, LLC demonstrates a remarkable ability to handle substantial portfolios. Their compensation structure encompasses various types, including a percentage of assets under management, hourly charges, and fixed fees, ensuring flexibility and alignment with client needs.
The firm excels in managing employer 401Ks and individual accounts, accounting for approximately half of their assets under management. Their extensive experience in this area has established them as trusted experts in retirement planning and wealth preservation. Impressively, 97% of the assets they manage are under discretionary management, reflecting the high level of trust clients place in their expertise.
Clear Creek Financial Management, LLC boasts a robust client base, with over 2,300 individual clients and an impressive $901,224,000 in assets under management. This remarkable growth is a testament to the firm's commitment to providing tailored financial solutions and delivering exceptional results for their clients.
The company takes pride in its team of dedicated professionals, including industry veterans such as Bruno Marques, Joseph Gates, and Brian Deely. Their expertise and extensive tenure within the firm contribute to its stellar reputation and ensure clients receive the highest level of service and guidance.
Clear Creek Financial Management, LLC continues to thrive as a leading investment advisory firm, combining personalized financial strategies with an unwavering commitment to helping clients achieve their financial goals.