Creative Capital Management Investments LLC
Assets Under Management
$668.2M
Number of Clients
285
Number of Advisors
6
Average Client AUM
$2.3M
AUM per Advisor
$111.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Creative Capital Management Investments LLC (CCMI LLC) provides financial and investment advisory services on a fee-only basis. They work with high net worth individuals, professionals, owners of closely held businesses, retirement plans, and families in business. They also offer financial planning and consulting services on a stand-alone basis, covering areas like estate, tax, and insurance planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.40% |
Fee Estimator
CCMI LLC charges an annual investment advisory fee based on a percentage of assets under management. The current fee is 1.0% on the first $1 million, decreasing to 0.80% for assets between $1,000,001 and $2 million, 0.60% for assets between $2,000,001 and $3 million, and 0.40% for assets exceeding $3 million. Financial planning services range from $2,500 to $10,000, or hourly fees range from $90 to $310. First Step Financial Plans range from $2,000 to $4,000. The ideal minimum portfolio size is $500,000, but smaller portfolios may be accommodated.
Areas of Practice
Location
6265 Greenwich Drive, Suite 201, San Diego, CA, 92122
