Nicole Geraci is a CFP-designated registered investment advisor at Creekmur Asset Management, LLC, based in Morton, IL, with 12 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
Creekmur Asset Management manages investments through a wrap fee program. The wrap fee covers advisory fees, platform fees, third-party manager fees, and transaction-based fees. The wrap fee does not exceed 2.00%. For younger clients with less than $250,000, CAM uses Altruist for custodial services, which may have separate transaction fees. The fee is calculated based on the average daily balance of your account and deducted monthly.
Location
805 West Jackson, Suite 301, Morton, IL, 61550
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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.