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.
| 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.