Creative Resources Investment Advisors (CRIA) offers investment advice and portfolio management to individuals, high-income individuals, and some retirement plans. CRIA creates custom investment strategies based on each client's needs and goals, and continuously monitors and adjusts portfolios as needed. CRIA may recommend third-party managers for certain investments, and also provides basic financial planning services to investment management clients at no extra charge.
Assets Under Management$19M
Clients66
Advisors3
Avg. per Client$290K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Thereafter, the annual rate is negotiable over $5 million AUM per household. At CRIA's discretion, CRIA may allow accounts of members of the same household to be aggregated for purposes of determining the advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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