Emily Elfallah is a registered investment advisor at Creekmur Asset Management, LLC, based in Roanoke, VA, with 2 years of industry experience. Emily 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
1315 Second St. SW, Roanoke, VA, 24016
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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
Emily is an insurance agent selling life, health, and fixed annuities through various carriers. This activity takes about 10-20% of her time.
Employment History
Current Registrations
Creekmur Asset Management, LLC
Previous Registrations
Integrity Financial Planning, INC.
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.