Assets Under Management
$8.5M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$340K
AUM per Advisor
$8.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CreativeVest Inc provides discretionary asset management services based on client goals and risk tolerance. They also offer financial planning, including written plans and hourly consultative services. Investment strategies are tailored to client objectives, and clients may impose restrictions on investments.
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 2.00% |
The annual fee is not negotiable.
NC, United States