Creative Financial Strategies offers personalized financial planning and investment management. Services include financial goal setting, problem identification, cash flow management, tax planning, insurance review, retirement planning, and estate planning. Creative Financial Strategies can also provide annuities and insurance and other commissioned insurance products. The client makes the final decision on investment selection.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.30% |
| $1.0M - $2.0M | 1.15% |
| $2M+ | 1.15% |
Fees are negotiable for amounts over $2,000,001. If Creative Financial Strategies directs you to GeoWealth Management LLC, the total annual fee is the same, but Creative Financial Strategies receives 1.15% and GeoWealth receives 0.15% on the first $999,999. For amounts between $1,000,000 and $2,000,000, Creative Financial Strategies receives 1.00% and GeoWealth receives 0.15%.