Christa Hudak is a CFP, ChFC-designated registered investment advisor at Cocreate Financial, based in Bozeman, MT, with 8 years of industry experience. Christa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 112 clients with $38M 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 $500K | 2.00% |
| $500K - $1000K | 1.88% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.63% |
| $2M+ | 1.25% |
Fees are negotiable in special circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Location
1805 W Dickerson, Building 2, Suite 3, Bozeman, MT, 59715
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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 →Employment History
Current Registrations
Cocreate Financial
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, 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.