Audrey Creak is a registered investment advisor at Oregon Pacific Wealth Management, based in Medford, OR, with 22 years of industry experience. Audrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 272 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
3250 Hillcrest Park Drive, Suite 102, Medford, OR, 97504
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Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Oregon Pacific Wealth Management
Previous Registrations
Oregon Pacific Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Uvest Financial Services Group, INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
State Registrations1 state
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