Creekmur Asset Management, LLC
Assets Under Management
$561.8M
Number of Clients
1,630
Number of Advisors
16
Average Client AUM
$345K
AUM per Advisor
$35.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Creekmur Asset Management (CAM) provides discretionary portfolio asset management services tailored to client's investment objectives, goals, risk tolerance, and financial circumstances. CAM analyzes client's current investments and may utilize third-party software. CAM also offers assistance in reviewing client portfolios, identifying asset allocation, and implementing securities. CAM uses AE Wealth Management's technology platform.
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
Location
805 West Jackson, Suite 301, Morton, IL, 61550