Tom Creager is a registered investment advisor at Pinnacle West Asset Management INC, based in Casper, WY, with 8 years of industry experience. Tom operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 101 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinnacle West Asset Management charges different annual fees based on the type of investment:
- Cash and cash equivalents — 0.25%
- Fixed income securities — 0.25%
- Equity securities — 1.00%
- Equity income securities — 1.00%
- Exchange traded index shares — 0.50%
- Mutual funds — 0.50%
There is a minimum fee of $100 per household. Fees may be negotiable on larger accounts.
Location
152 N. Durbin Street, Suite 400, Casper, WY, 82601
Get directionsHistory
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 →Other Business Activities
Tom is the President of Wind River Resources Inc., an oil and gas exploration and production company, since 1999. He dedicates minimal time to this non-investment related activity, consulting with personnel.
Employment History
Current Registrations
Pinnacle West Asset Management INC
State Registrations1 state
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