Assets Under Management
$7.1B
Number of Clients
11,990
Number of Advisors
176
Average Client AUM
$591K
AUM per Advisor
$40.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Creative Financial Group (CFG), a division of Synovus Securities, Inc., offers wealth management services including financial planning, investment and asset management, tax-related services, risk management, and administrative services. CFG provides individualized discretionary and non-discretionary investment advisory services using various assets. Financial planning emphasizes retirement, risk, tax, and estate planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees are negotiable.
33 West 14th Street, 3rd Floor, Columbus, GA, 31901