About BEAR CREEK ASSET MANAGEMENT, LLC
BEAR CREEK ASSET MANAGEMENT, LLC is a financial advisory firm that offers comprehensive financial planning and investment management services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial plans based on each client’s unique goals and needs
- Offers ongoing support and guidance to help clients reach their financial objectives
- Utilizes a disciplined investment approach to manage risk and maximize returns
- Assists clients in making informed decisions by providing them with timely and accurate market insights
Facts and Insights:
BEAR CREEK ASSET MANAGEMENT, LLC has been in business for over 15 years and has offices in multiple locations throughout the United States. As of 2021, the firm manages over $500 million in assets for its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 15 | $500 million |
Financial Services Offered:
- Retirement planning
- Investment management
- Estate planning
- Tax planning and preparation
- Insurance and risk management
Client Types:
- Individuals and families
- High-net-worth individuals
- Business owners and professionals
Fees & Compensation:
BEAR CREEK ASSET MANAGEMENT, LLC operates on a fee-only compensation structure. This means that the firm does not earn commissions or receive any other forms of compensation from third parties. Instead, clients pay a percentage of their assets under management as an annual fee for the firm’s services.
Background:
BEAR CREEK ASSET MANAGEMENT, LLC was founded by a team of experienced financial professionals who shared a common vision of helping clients achieve their financial goals. The firm prides itself on its highly experienced and qualified team of advisors who bring a breadth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know:
BEAR CREEK ASSET MANAGEMENT, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). This means that the firm is required to disclose any potential conflicts of interest that may arise in the course of providing services to clients. The firm is committed to maintaining transparency and acting in the best interests of its clients at all times.