Unveiling Creative Planning Fees: Transparency & Tailored Solutions for Your Financial Future

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Unveiling Creative Planning Fees: Transparency & Tailored Solutions for Your Financial Future

Tired of hidden fees eroding your investment returns? Creative Planning offers a transparent fee structure designed to align our interests with yours. This article will unveil everything you need to know about creative planning fees, including our tiered structure, what's included, and how it compares to the industry.

Understanding Our Fee Structure

Creative Planning prioritizes clear communication. We believe your financial journey shouldn't be clouded by surprise charges. That's why we utilize a straightforward, tiered fee system based on Assets Under Management (AUM). Here's a breakdown:

AUM	Annual Fee (Charged Quarterly)
Up to $500,000	1.20%
$500,000 - $1.5 Million	1.00%
$1.5 Million - $5 Million	0.80%
$5 Million - $10 Million	0.70%
Over $10 Million	Negotiable Rate

Financial Planning & Additional Services

For clients with over $500,000 in AUM, comprehensive financial planning is seamlessly integrated within our investment management services. For those with smaller portfolios, we offer stand-alone financial planning with fees ranging from $1,500 to $15,000 depending on the complexity of your needs.

Creative Planning vs. The Industry

While creative planning fees might seem higher than some discount brokerages, our value proposition goes far beyond basic investment management. Here's a table for comparison:

Service	Creative Planning	Discount Brokerage
Fee Structure	Tiered, AUM-based	Flat fee or commission-based
Services Included	Investment Management, Comprehensive Financial Planning (for AUM > $500,000)	Investment Management Only
Ongoing Support	Dedicated Advisor, Tax & Legal Guidance (potentially)	Limited advisor access

Investing in Your Future

Now that you understand creative planning fees, let's discuss how our approach can benefit you. By partnering with us, you gain:

Tailored Investment Strategies: We craft a personalized portfolio aligned with your risk tolerance and financial goals.
Holistic Financial Planning: We go beyond investments, addressing your entire financial picture, including retirement planning, estate planning, and tax optimization.
Ongoing Support & Communication: Your dedicated advisor is there to answer your questions, address concerns, and keep you informed throughout your financial journey.

Ready to unlock the power of transparent fees and a personalized financial strategy? Contact Creative Planning today to schedule a free consultation. We'll help you navigate your financial future with confidence.