Creole Wealth Solutions provides investment management and financial planning services. Investment management is offered on a discretionary basis, tailoring strategies to client goals and risk tolerance. Financial planning covers retirement, investments, divorce, succession, insurance, education, tax, business exit, legacy, and major purchase planning. Creole Wealth Solutions also provides ERISA plan services to qualified retirement plans.
Assets Under Management$23M
Clients25
Advisors1
Avg. per Client$900K
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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable. Firm may group certain related Client accounts for the purposes of achieving the minimum account size and determining the annualized fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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