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How does the advisor help clients – Key Takeaways:
Creative Capital is a financial advisor firm that helps clients achieve their financial goals through a range of personalized services. Their team of experts provides customized financial solutions tailored to each client’s unique needs and objectives.
Facts and Insights
The following table showcases the key facts and insights about CREATIVE CAPITAL:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
CREATIVE CAPITAL offers a wide range of financial services to help clients manage their wealth and reach their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
Creative Capital serves a diverse range of clients including individuals, families, entrepreneurs, and businesses. Their team of advisors has the expertise to assist clients from all walks of life and with varying financial needs.
Fees & Compensation
CREATIVE CAPITAL charges a percentage of the assets they manage as their fee. This fee is known as the asset-based fee and typically ranges from 1% to 2% of the client’s assets under management. This fee structure aligns the interests of the firm and the clients, as their compensation is directly tied to the performance of the client’s portfolio.
Background
CREATIVE CAPITAL was founded 15 years ago with the mission to help clients achieve their financial goals and secure their financial future. The firm has grown over the years and has established a reputation for providing reliable and customized financial solutions.
Financial Advisor Disclosures to Know
As a fiduciary, CREATIVE CAPITAL is committed to providing transparent and ethical financial advice to its clients. They disclose all potential conflicts of interest and ensure that their recommendations are in the best interest of their clients. The firm also regularly reviews and monitors client portfolios to ensure they are aligned with their financial goals and risk tolerance.
In conclusion, CREATIVE CAPITAL is a trusted and experienced financial advisor firm that offers a range of personalized services to help clients achieve their financial goals. Their team of experts, transparent fee structure, and commitment to putting their clients’ interests first make them a top choice for those seeking financial guidance.