Creativevest INC
Assets Under Management
$8.5M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$340K
AUM per Advisor
$8.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CreativeVest Inc provides discretionary asset management services based on individual client goals and risk tolerance. They also offer financial planning services, including written reports and hourly consultations. Investment strategies are tailored to client objectives, and clients can impose restrictions on investments.
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
Fee Estimator
For asset management, you'll pay an annual fee of 2.00% of the assets managed. This fee is billed monthly. Financial planning is offered at a flat fee of $2,500 per individual and $5,000 per couple, or at an hourly rate of $250 per hour for consultative services. Financial planning fees are negotiable. Lower fees for comparable services may be available from other sources.
Areas of Practice
Location
NC, United States