Create Wealth Management is a registered investment advisor founded in 2021 and based in Porter Ranch, California, wholly owned by Christian Carreon. The firm provides discretionary investment management services, building portfolios using individual stocks, bonds, exchange-traded funds, options, mutual funds, and other public and private securities. Portfolios are tailored to each client's specific needs, continuously monitored, and rebalanced as necessary. Create Wealth Management utilizes various methods of analysis, including charting, cyclical analysis, fundamental analysis, qualitative analysis, quantitative analysis, sector analysis, and technical analysis, while employing strategies such as asset allocation, inverse and leveraged exchange-traded funds, margin transactions, options, short-term purchases, and futures. In addition to standard asset-based fees, the firm may charge performance-based fees to qualified clients. The firm does not impose account minimums for opening or maintaining accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
Fees are negotiable and may vary based on account size, complexity, and client relationship. Qualified clients may also be charged performance-based fees of up to 20% of net profits.