CREAEGIS ADVISERS LIMITED: Your Trusted Financial Partner
CREAEGIS ADVISERS LIMITED is a leading financial advisory firm that has been providing excellent services to its clients for over 20 years. With a team of experienced and knowledgeable financial experts, the company has established a reputation for offering reliable and effective financial solutions to individuals and businesses alike.
How the Advisor Helps Clients – Key Takeaways:
CREAEGIS ADVISERS LIMITED offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Wealth management
The company takes a holistic approach to financial planning, taking into consideration each client’s unique needs and goals to create a personalized financial strategy. Through regular communication and monitoring, they ensure that clients’ financial plans stay on track and adapt to any changes in their circumstances.
Facts and Insights
CREAEGIS ADVISERS LIMITED has a team of 50 financial advisors who collectively manage over $1 billion in assets under management. The company mainly serves high-net-worth individuals and small to medium-sized businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 50 | 20+ years |
Financial Services Offered
CREAEGIS ADVISERS LIMITED offers a wide range of financial services to cater to the diverse needs of its clients. These include:
- Investment management: The company helps clients build a well-diversified investment portfolio that aligns with their risk tolerance and financial goals.
- Retirement planning: CREAEGIS ADVISERS LIMITED guides clients in planning for a secure and comfortable retirement by strategizing on tax-efficient income streams and estate planning.
- Estate planning: The company helps clients create a comprehensive and tax-efficient estate plan to ensure their assets are distributed according to their wishes.
- Tax planning: CREAEGIS ADVISERS LIMITED utilizes various tax-saving strategies to help clients minimize their tax bills and maximize their wealth.
- Wealth management: The company offers comprehensive wealth management services, including budgeting, debt management, insurance planning, and more.
Client Types
CREAEGIS ADVISERS LIMITED caters to a wide range of clients, including:
- Individuals and families
- Business owners
- High-net-worth individuals
- Executives and professionals
- Institutions
Fees & Compensation
CREAEGIS ADVISERS LIMITED operates on a fee-only basis, which means they do not receive commissions for selling products or services. This ensures that their recommendations are unbiased and solely in the best interest of their clients. The company charges a percentage of the assets under management as their fee, with rates varying depending on the size of the account.
Background
Established in 1998, CREAEGIS ADVISERS LIMITED has a long history of providing clients with exceptional financial advice and services. The company’s team of advisors has extensive experience and knowledge in all aspects of financial planning, ensuring that clients receive top-notch guidance and results.
Financial Advisor Disclosures to Know
As a registered investment advisor, CREAEGIS ADVISERS LIMITED is required to disclose certain information to its clients, including any potential conflicts of interest and fees charged. Clients can view the company’s Form ADV on the Securities and Exchange Commission’s website for full disclosure.
With a proven track record of success and a dedication to helping clients achieve their financial goals, CREAEGIS ADVISERS LIMITED is the ideal partner for all your financial needs. Contact them today to learn more about their services and how they can help you achieve financial success.