Assets Under Management
$217.4B
Number of Clients
84,858
Number of Advisors
981
Average Client AUM
$2.6M
AUM per Advisor
$221.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Creative Planning provides portfolio management with ongoing supervision, investment advice on various investment types, and financial planning services. They also offer retirement plan services and sub-advisory services. The firm's investment philosophy emphasizes financial planning-led disciplines and low-cost indexing.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
5454 W. 110th Street, Overland Park, KS, 66211