Creative Capital Wealth Management Group provides financial planning and wealth management services to help clients understand their financial situation and set financial objectives. They offer services such as tax planning, asset allocation, risk management, and retirement planning. Creative Capital also provides asset management services, managing client accounts on a discretionary or non-discretionary basis, and may recommend third-party money managers.
Fee Structure
Creative Capital may manage your investments if you choose. The fee for managing your investments is a percentage of the assets managed. The specific percentage is not listed in this brochure. This fee may be negotiable. This fee is discussed and agreed upon in writing before you engage Creative Capital for asset management services. You may also be charged fees by a third-party money manager.