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 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 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
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Areas of Practice
Investment ManagementRetirement PlanningEstate Planning
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Location
68 Inverness Lane East #206, Englewood, CO, 80112