Nicole Geraci
Nicole Geraci is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Avon, CO, with 13 years of industry experience. Nicole 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Wrap fee program fees do not exceed 2.00% and include advisory fees, platform fees, third-party manager fees, and transaction fees.
Fee Estimator
Location
48 E. Beaver Creek, Suite 308, Avon, CO, 81620
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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 ActivitiesSells Insurance
Nicole is an insurance agent with Creekmur Inc., doing business as Creekmur Wealth Advisors, since 2022, dedicating a few hours per week to insurance sales. She also works as a fitness instructor and co-owns Royal Electric, LLC, spending a few hours per week on each activity.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Rocky Mountain Planning Group, INC
State Registrations2 states
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
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