Creand Wealth Management offers investment advice and recommendations to help clients achieve their financial goals. They work primarily with high-net-worth individuals, providing asset management and advisory services through consultations on a fixed fee or hourly basis. Creand creates tailored investment policy statements to reflect each client's goals, objectives, and risk tolerance. They can manage assets on a discretionary or non-discretionary basis.
Assets Under Management$530M
Clients140
Advisors11
Avg. per Client$3.8M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Creand Wealth Management offers two fee schedules for investment management:
Fee Schedule 1:
- Between $1 million and $3 million: 1.55% per year
- Between $3 million and $10 million: 1.25% per year
- Between $10 million and $25 million: 0.95% per year
- $25 million or greater: 0.65% per year
Orders executed through Creand's affiliate broker-dealer will be assessed a $100 ticket charge per transaction.
Fee Schedule 2:
- Fixed advisory fee of 0.375% per year, plus commissions, related transaction fees, and/or ticket charges assessed by its affiliate broker-dealer.
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