CoCreate Financial offers investment management and financial planning as part of its bundled wealth management service. They also provide stand-alone financial planning and business consulting services, focusing on enhancing business value for closely held business owners. Investment advice is tailored to individual client needs. CoCreate Financial uses third-party investment managers and model portfolios. They require clients to sign an advisory agreement.
Assets Under Management$38M
Clients112
Advisors3
Avg. per Client$340K
Avg. per Advisor$13M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.88% |
| $1.0M - $1.5M | 1.75% |
| $1.5M - $2.0M | 1.63% |
| $2M+ | 1.25% |
Fees are negotiable in special circumstances. Account values of family members may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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