CreativeVest provides investment management by creating investment strategies based on your goals, risk tolerance, and time horizon. They also offer financial planning, either as a full written plan or on an hourly basis for specific financial questions. CreativeVest does not participate in wrap fee programs.
Assets Under Management$12M
Clients17
Advisors1
Avg. per Client$730K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The annual fee is not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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