Cherry Creek Investment Advisors (CCIA) provides investment advisory services to private investors. CCIA analyzes clients' financial objectives and risk constraints 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.
Assets Under Management$350M
Clients382
Advisors2
Avg. per Client$920K
Avg. per Advisor$180M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable and may vary based on client objectives and assets held.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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