Creative Capital Management Investments LLC (CCMI LLC) offers financial and investment advice on a fee-only basis. CCMI LLC works with high net worth individuals, professionals, owners of closely held businesses, retirement plans, and families in business. CCMI LLC provides investment management services, managing client funds with a long-term focus, primarily using institutional class mutual funds, ETFs, REITs, bonds, and bank instruments. CCMI LLC also offers financial planning and consulting services on an hourly fee basis, covering areas like tax planning, retirement planning, and estate planning.
Assets Under Management$670M
Clients285
Advisors6
Avg. per Client$2.3M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
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 may be negotiable. Similarly situated clients could pay different fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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