Skye Mejia is a registered investment advisor at Creative Investment Group, based in Nashville, TN, with 8 years of industry experience. Skye 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, Investment Management, and 2 more. Their firm serves 140 clients with $210M 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 | 1.50% |
The annual advisory fee ranges up to 1.50%. Fees may be negotiable. There are clients of the Firm who were clients of personnel of the Firm while such personnel were investment adviser representatives of an unaffiliated investment adviser. Those clients, in becoming clients of the Firm, have retained their previous fee schedules which vary from the ranges set forth above.
Fee Estimator
Location
30 Burton Hills, Suite 550, Nashville, TN, 37215
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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
Skye is involved in several business activities, including real estate rentals, serving as an investor in a quick-service restaurant, and providing investment advisory services through Creative Investment Group, which takes nearly full-time. Skye also has multiple LLCs for tax/investment purposes.
Employment History
Current Registrations
Creative Investment Group
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.