Cherry Creek Investment Advisors INC

Assets Under Management

$308.9M

Number of Clients

351

Number of Advisors

2

Avg. Portfolio per Client

$880K

Avg. Managed per Advisor

$154.5M

Compensation

Fee-Only (% of Portfolio)

About This Firm

Cherry Creek Investment Advisors (CCIA) offers investment advisory services to private investors. CCIA analyzes clients' financial objectives and risk tolerance to design and implement tailored investment portfolios. CCIA also offers retirement planning, monthly investment plans, estate planning consultation, and asset valuation services. CCIA uses Pontera to manage held-away assets like 401(k)s.

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $500K1.25%
$500K - $1.0M1.00%
$1.0M - $10.0M0.75%
$10M+0.50%

Fees may be negotiable and vary based on client objectives, assets, and strategies.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Location

68 Inverness Lane East #206, Englewood, CO, 80112

2 Advisors at this firm