Lisa Isaacson is a CFP, PFS-designated registered investment advisor at Canyon Creek Investment Advisors, based in Montrose, CO, with 7 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 72 clients with $55M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Subject to a minimum annual fee of $600, not to exceed 2.00% of the portfolio value. Fees are negotiable.
Fee Estimator
Location
Montrose, CO
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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
Lisa is the owner of P&L Financial, LLC, where she prepares tax returns for clients. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Canyon Creek Investment Advisors
Previous Registrations
Wealthsource®
Elderado Financial, INC
State Registrations1 state
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