Creed Evans Financial Advisory manages investment accounts and provides financial planning. They consider a client’s full financial picture when creating a financial planning strategy, focusing on maximizing the efficiency of a client’s capital assets, revenue or income streams, debt obligations, tax advantages, and investment opportunities. Investment strategies may include stocks, bonds, mutual funds, ETFs, U.S. government and municipal securities, and cash and cash equivalents.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$50K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.20% |
| $250K - $1.0M | 0.95% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
The maximum advisory fee charged by Creed Evans Financial on any account shall not exceed 1.2% annually. Fees are negotiable and may be waived under certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...