Bond-Tech, Inc., operating as Creekside Wealth Management, provides investment advice and portfolio management to individuals. Bond-Tech also offers financial planning services. Investment advice is tailored to your individual circumstances. Bond-Tech may use sub-advisers to manage a portion of your account. Bond-Tech also provides fixed income portfolio management for public funds.
Assets Under Management$180M
Clients129
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$92M
Fee Structure
Planning is included in investment management (also available separately)
Creekside Wealth Management offers portfolio management services for individual clients. The fee is a percentage of the value of your portfolio and is negotiable, but will not exceed 1.5% annually. The fee is typically billed monthly, in advance. Bond-Tech may use sub-advisers to manage a portion of your account.
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