Abby Elizabeth Shemeld

CFP

Creative Planning

1 Year of Experience

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Firm Information

Creative Planning

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

981 advisors

Number of Clients

84,858 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$217.4B

Fee Structure

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.20%
$500K - $2.0M	1.00%
$2.0M - $5.0M	0.85%
$5.0M - $10.0M	0.80%
$10.0M - $25.0M	0.70%
$25.0M - $50.0M	0.40%
$50.0M - $100.0M	0.30%
$100M+	0.25%

Fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

For portfolio management, fees are based on a percentage of your assets, charged quarterly. For example, the first $500,000 is charged 1.20%. Fees are negotiable and may be adjusted based on your financial situation, assets under management, and complexity of services. There may be additional fees for sub-advisor services. Financial planning fees are not explicitly stated.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Advisor Information

Office location

12818 Daylight Circle, Des Peres, MO, 63131

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Regulatory History

Clean regulatory record

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.