Creative Investment Group offers personalized financial planning and investment management services on both discretionary and non-discretionary bases. Investment advice is tailored to each client's objectives and financial needs. Services include retirement planning, educational planning, estate planning, cash flow planning, tax planning, and insurance needs analysis. Creative may recommend unaffiliated money managers. Creative does not offer tax or legal advice.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual advisory fee ranges up to 1.50%. Fees may be negotiable. There are clients of the Firm who were clients of personnel of the Firm while such personnel were investment adviser representatives of an unaffiliated investment adviser. Those clients, in becoming clients of the Firm, have retained their previous fee schedules which vary from the ranges set forth above.