Creegan & Nassoura Financial Group offers investment advice and financial planning services to individuals and businesses. These services include investment advice, retirement and estate planning, insurance, tax, risk management, and general business advice. Investment programs are tailored to meet individual client needs, emphasizing balance and diversification.
Assets Under Management$280M
Clients150
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Compensation terms for investment advisory services or advice to clients on matters not involving securities, may be negotiated under certain circumstances such as to meet competition; where assets of several accounts within a related group are combined to determine the applicable fee or when a different level of service is required.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...