Creative Financial Designs, INC.
Assets Under Management
$2.5B
Number of Clients
9,767
Number of Advisors
151
Average Client AUM
$254K
AUM per Advisor
$16.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Creative Financial Designs, Inc. is an SEC-registered investment advisor offering discretionary investment management, non-discretionary advisory services (including advice on investments and insurance), and financial planning and consulting services. The firm manages assets through Brokerage Management, Self-Directed Retirement Management, and Variable Annuity Management platforms.
Fee Structure
Creative Financial Designs, Inc. offers various services with different fee structures. For managed accounts, fees are based on the selected investment strategy. The firm also offers financial planning services with fees that vary depending on the complexity and scope of the plan. Hourly fees are available. Please refer to the brochure for specific fee details for each service.
Areas of Practice
Location
2704 S Goyer Rd, Kokomo, IN, 46902