Creegan & Associates manages custom investment portfolios for individuals, high-net-worth individuals, trusts, estates, charitable organizations, corporations, and retirement plan sponsors. Creegan & Associates uses tactical asset allocation strategies aimed at reducing risk and increasing performance, utilizing exchange-listed securities, exchange-traded funds, foreign securities, corporate debt, municipal securities, and U.S. government securities. The firm tailors its services to individual client objectives and restrictions. Creegan & Associates is led by Robert M. Creegan, Jr., a Certified Financial Planner professional, and operates primarily out of Merrimack, New Hampshire.
Fee Structure
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 by Creegan & Associates at its sole discretion.