Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Creekmur Asset Management offers investment management services through a Wrap Fee Program. The wrap fee does not exceed 2.00% and includes advisory fees, AEWM's platform fee, and transaction-based fees billed by the custodian. Accounts held at Altruist are not part of the Wrap Fee Program and may be subject to certain transaction fees. The firm requires a minimum account value of $100,000, which can be waived at CAM’s discretion.
Areas of Practice
Advisor Information
Office location
805 West Jackson, Suite 301, Morton, IL, 61550
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No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Clark works as an insurance agent for Creekmur Inc., dba Creekmur Asset Management, LLC, dedicating about a quarter of his time. He also owns Financial Enlightenment, selling fixed insurance and annuities, and is an instructor at Southern Methodist University, both requiring minimal time.