Gale Creighton
Gale Creighton is a CFA-designated registered investment advisor at Sawgrass Asset Management LLC, based in Ponte Vedra Beach, FL, with 24 years of industry experience. Gale operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 114 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sawgrass Asset Management charges an annual fee based on the value of your portfolio. The fee varies depending on the investment product and the amount invested. Here are some examples:
- Large Cap Quality Growth & Focused Growth Equity: 0.70% on the first $10 million, 0.60% on the next $20 million, and 0.50% on amounts over $30 million.
- Small Cap Growth Equity & Sawgrass Small Cap Quality Growth: 0.80% on the first $25 million, 0.70% on the next $25 million, and 0.60% on amounts over $50 million.
- SMID Core & Diversified Large Value Equity: 0.75% on the first $25 million, 0.65% on the next $25 million, and 0.50% on amounts over $50 million.
- High Quality Core Fixed Income, Intermediate Fixed Income: 0.35% on the first $30 million, 0.25% on the next $50 million, and 0.15% on amounts over $80 million.
- Core Total Return Fixed Income: 0.35% on the first $30 million, 0.25% on the next $50 million, and 0.15% on amounts over $80 million.
- Customized Balanced: 0.65% on the first $20 million and 0.50% on amounts over $20 million.
Fees are billed quarterly or monthly. Sawgrass may negotiate fees on a client-by-client basis.
Location
5000 Sawgrass Village Circle, Suite 32, Ponte Vedra Beach, FL, 32082
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Gale serves on the board of directors for Creighton Brothers & Crystal Lake Farms, LLP, a family farm producing eggs and egg products, since 2005. She attends quarterly board meetings, dedicating minimal time to this activity.
Employment History
Current Registrations
Sawgrass Asset Management LLC
Previous Registrations
St Johns Wealth Management
State Registrations1 state
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