Tom Creager is a registered investment advisor at Pinnacle West Asset Management INC, based in Casper, WY, with 8 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 98 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Pinnacle West Asset Management charges asset-based fees that vary depending on the specific asset class held in the portfolio: 0.25% for cash and fixed income, 0.50% for mutual funds and exchange-traded index shares, and 1.00% for equities and equity income. There is a $100 minimum annual household fee. Fees are negotiable for larger accounts.
Fee Estimator
Location
152 N. Durbin Street, Suite 400, Casper, WY, 82601
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tom is the President of Wind River Resources Inc., an oil and gas exploration and production company, since 1999. He dedicates minimal time to this non-investment related activity, consulting with personnel.
Employment History
Current Registrations
Pinnacle West Asset Management INC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Jude Watters, ChFCLPL Enterprise, LLC
- Jodi Rudd, CFPLPL Financial LLC
- Shawn Porter, CFPAshton Thomas Private Wealth
- Cortnie Hodder, CFPLPL Financial LLC
- Blaine Christensen, CFPRBC Capital Markets, LLC
- Phillip Rael, ChFCState Farm Investment Management CORP.