Creekside Financial Planning offers investment management and financial planning services to individuals and high-net-worth individuals. As a fee-only firm, Creekside only receives compensation from clients for its services. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management involves creating and managing portfolios based on client goals and risk tolerance, potentially using outside managers.
Fee Structure
Creekside Financial Planning charges up to 1.25% of the value of your portfolio annually for investment management. This fee is negotiable and paid quarterly. If Creekside uses an outside manager, their fee is included in the overall fee, but the total will not exceed 2% of your portfolio value. Clients with managed assets greater than $500,000 receive ongoing financial planning at no additional cost.