Elizangela Hartwell is a registered investment advisor at Creand Management, based in Miami, FL, with 11 years of industry experience. Elizangela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 140 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
Location
777 Brickell Avenue, Suite 1201, Miami, FL, 33131
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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
Elizangela founded Liz Capital LLC in December 2024, but the company is in the process of being closed. She is also a senior compliance analyst at Beta Capital Management LLC and a Girls Scout of South Florida leader.
Employment History
Current Registrations
Creand Management
Creand SecuritiesBroker
Previous Registrations
Safra Securities LLCBroker
Galapagos Advisory LLC
Banco Do Brasil Securities LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations3 states
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