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
John is an insurance agent for Creekmur Inc, dba Creekmur Wealth Advisors, dedicating a few hours per week to sales since 2007. He is also a passive investor (owning less than 5%) in Inspire Investing since 2017, spending minimal time on this activity.