Create Wealth Management offers investment advisory services, including asset management, to individuals and other client types. Portfolios are tailored to client needs and continuously monitored. The firm acts as a fiduciary, prioritizing client interests and disclosing conflicts of interest. Asset Management services are provided on a discretionary basis.
Assets Under Management$4M
Clients14
Advisors1
Avg. per Client$290K
Avg. per Advisor$4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee is 1.75%. Firm also charges performance-based fees of up to 20% of net profits each quarter for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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