Creekmur Asset Management (CAM) offers investment management services where they manage your investments based on your goals, risk tolerance, and financial situation. CAM also offers financial planning services, including legacy planning, foundational planning for younger clients, and one-time modular plans. CAM uses third-party model managers and a technology platform to assist with client accounts.
Fee Structure
Creekmur Asset Management manages investments through a wrap fee program. The wrap fee covers advisory fees, platform fees, third-party manager fees, and transaction-based fees. The wrap fee does not exceed 2.00%. For younger clients with less than $250,000, CAM uses Altruist for custodial services, which may have separate transaction fees. The fee is calculated based on the average daily balance of your account and deducted monthly.