Creative Capitalists offers financial planning, ongoing financial planning, and portfolio management services. Financial planning involves reviewing a client's financial situation, goals, and risk tolerance to create a tailored plan. Ongoing financial planning continuously monitors and updates the plan. Portfolio management services involve creating individualized portfolios based on model portfolios and regularly monitoring and adjusting them based on market conditions and client needs. Creative Capitalists also offers tax planning, bookkeeping, and payroll services.
Assets Under Management$23M
Clients57
Advisors1
Avg. per Client$400K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $15.0M | 0.50% |
| $15M+ | 0.50% |
Fees negotiable above $15,000,000. Clients will not be charged a total management fee over the 3% industry average.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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