Creative Financial Advisor Group (CFAG) provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, and businesses. CFAG creates customized investment portfolios using low-cost, diversified mutual funds and ETFs, and may also use individual stocks, bonds, or options. CFAG acts as a fiduciary, upholding a duty of loyalty, fairness, and good faith towards each client.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management
CFAG's wealth management fees are based on the value of your investments and range from 0.50% to 1.50% per year, billed quarterly. The specific fee depends on the complexity of the services and the overall relationship with CFAG. Fees may be negotiable.
Loading...