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
1315 Second St. SW, Roanoke, VA, 24016
Get directionsRegulatory History
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
Emily is an insurance agent selling life, health, and fixed annuities through various carriers. This activity takes about 10-20% of her time.