Create Wealth Financial Planning (CWFP) manages investment portfolios and provides financial planning services. CWFP works with clients to establish financial goals and values around money. They offer ongoing comprehensive financial planning and project-based financial planning. CWFP also provides advice on business planning, cash flow and debt management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, student loan planning, and tax planning strategies.
Assets Under Management$20M
Clients43
Advisors1
Avg. per Client$470K
Avg. per Advisor$20M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,001. Some client agreements may follow a legacy fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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