Creative Financial Concepts helps clients invest by recommending unaffiliated asset managers. They analyze your financial situation and recommend a suitable portfolio manager. They also offer targeted financial planning services on topics chosen by the client. The firm also provides business consulting and conducts seminars and educational workshops.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$60
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
This is the fee schedule for AssetMark portfolios. Creative Financial Concepts receives a portion of this fee, up to 1.40% of the assets managed. AssetMark charges a minimum annual fee of $60 per investment account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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