Creegan & Associates offers investment advisory services, managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and redistributing investments. Services are tailored to individual client needs, and restrictions on certain securities can be accommodated. The firm recommends Charles Schwab as the qualified custodian.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Management fees range from 0.5% to 1.0% per annum depending on the amount of client assets under management, and may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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