Creative Capital Wealth Management Group is a registered investment advisor located in Chester Springs, Pennsylvania, owned and led by Frederick Hubler. The firm offers a comprehensive suite of services including ongoing retainer-based financial planning, asset management, and a specialized tax mitigation program. When managing investment portfolios, Creative Capital provides non-discretionary asset management as well as a discretionary model investment program that leverages SEI technology. The firm assists clients with retirement planning, tax strategies, asset allocation, risk management, and alternative investment due diligence. Creative Capital primarily serves individuals and high-net-worth clients, requiring a minimum account size of $1 million, though management retains the discretion to accept smaller accounts.
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and apply to accounts starting at $500,000.