Creative Capital Management Investments is a registered investment advisor providing customized investment management and financial planning services. Operating as a fee-only firm, Creative Capital Management Investments manages portfolios with a focus on long-term results using institutional mutual funds, exchange-traded funds, real estate investment trusts, and bonds. In addition to investment management, Creative Capital Management Investments offers standalone financial planning and consulting services covering estate planning, tax strategies, retirement planning, divorce settlements, and business succession. The firm specializes in working with high-net-worth individuals, professionals, and business owners. Creative Capital Management Investments is legally required to act in the best interest of its clients at all times.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fees are billed quarterly in arrears based on the average daily balance. Financial planning is included at no extra cost for investment advisory clients with liquid assets over $4 million.
