Create, LLC offers investment portfolio management through Betterment and comprehensive financial planning services. The firm focuses on understanding clients' values and goals to create tailored financial plans. Services include business planning, cash flow and debt management, education planning, retirement planning, tax planning, and estate planning. Create, LLC specializes in serving young, well-compensated individuals and families.
Assets Under Management$3.8M
Clients19
Advisors1
Avg. per Client$200K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $15.0M | 0.85% |
| $15.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
These fees are in addition to financial planning fees. When client’s assets managed reach $1,500,000 then the ongoing financial planning fee will be waived. Betterment charges a wrap fee ranging from 0.12% to 0.20% of your account balance, but Create, LLC clients receive a negotiated rate of 0.15%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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