Creative Planning offers ongoing portfolio management and financial planning services. Investment advice covers bonds, stocks, ETFs, mutual funds, and private fund investments. Financial planning helps clients set long-term financial goals through investments, tax planning, asset allocation, and retirement planning. Clients are responsible for implementing recommendations and notifying Creative Planning of any changes in their financial situation.
Assets Under Management$220B
Clients84,858
Advisors1,101
Avg. per Client$2.6M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1,101 Advisors at this firm
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