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Andrew Creekmur

Creekmur Asset Management, LLC
11 Years of Experience
Bourbonnais, IL
Sells Insurance
View SEC Summary
View SEC Summary

Andrew Creekmur is a registered investment advisor at Creekmur Asset Management, LLC, based in Bourbonnais, IL, with 11 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,902 clients with $800M in assets under management.

Creekmur Asset Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23 advisors
Number of Clients
1,902 clients
Average Client Portfolio
$421K average
Assets Under Management
$800.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

403 South Main Street, Bourbonnais, IL, 60914

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Andrew is an insurance agent at Creekmur, Inc., a licensed insurance agency, since 2014. He dedicates about 10-20% of his time to providing insurance products.

Employment History
Current Registrations
Creekmur Asset Management, LLC
February 2020 - Present · 6 yrs 8 mos
Previous Registrations
Madison Avenue Securities, LLCBroker
November 2017 - June 2020 · 2 yrs 7 mos
Ae Wealth Management, LLC
October 2017 - June 2020 · 2 yrs 8 mos
Creative Financial Designs, INC.
August 2016 - November 2017 · 1 yr 3 mos
Cfd Investments, INC.Broker
October 2015 - November 2017 · 2 yrs 1 mo
State Registrations4 states
COILOHTX
Advisor

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
No exam information available for this advisor.
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