Creative Capital Management Investments LLC
Assets Under Management
$668.2M
Number of Clients
285
Number of Advisors
6
Average Client AUM
$2.3M
AUM per Advisor
$111.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CCMI LLC provides financial and investment advisory services on a fee-only basis. They work with high-net-worth individuals, professionals, business owners, retirement plans, and families. Services include investment management, financial planning, estate planning, tax planning, divorce settlements, inheritance, succession planning, and retirement planning.
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningBusiness OwnersHigh Net Worth
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Location
6265 Greenwich Drive, Suite 201, San Diego, CA, 92122
