Creative Wealth Builders offers investment management and financial planning services to individuals and families. Financial planning involves gathering client information to assess financial goals and create a plan to meet those goals. Investment management is provided on a discretionary or non-discretionary basis, with regular monitoring and adjustments to meet asset allocation requirements. The firm recommends securities based on market conditions and research.
Assets Under Management$20M
Clients25
Advisors1
Avg. per Client$790K
Avg. per Advisor$20M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | Included |
| $100K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.75% |
| $1.5M+ | 0.55% |
Accounts up to $100,000 are subject to a minimum annual fee of $1,000. Fees are negotiable and may be higher or lower based on the nature of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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