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Creative Investment Group

Updated today

Total assets under management

$209,046,904

Total clients

144

35% high-net worth

Total advisors

7

of 8 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

21

Average account size

$1,451,715

About

Creative Investment Group is a SEC-registered advisory firm that serves individual clients (including high-net-worth households) and a range of institutional and entity clients such as family offices, trusts, private foundations, endowments and qualified retirement plans. It offers discretionary and non-discretionary portfolio management, standalone and ongoing financial planning, retirement-plan advisory, and can recommend external money managers or platforms for portions of client assets.

The firm says it builds client-specific plans by assessing goals, risk tolerance, tax and liquidity needs, and employs both fundamental and technical analysis within a generally long-term orientation while permitting shorter-term trading for rebalancing or tactical reasons. Creative uses a broad investable universe — including equities, mutual funds, ETFs, fixed income, municipal securities, REITs, private/alternative funds and variable annuities — monitors accounts on a regular basis and conducts at least annual reviews of plans and portfolios.

Compared with many peers, Creative manages a mid-sized team (seven advisors) with roughly $206 million in discretionary AUM and discloses a number of operational distinctions: it recently ended a dual registration arrangement with a broker-dealer while continuing to participate on that firm’s custodial platform and to use an additional custodian; it discloses assistance with securities-backed lines of credit and updated billing practices (monthly advance billing adjusted for cash flows). The brochure also notes that some personnel are licensed insurance professionals (and historically acted as registered representatives), that the firm does not accept proxy-voting authority for client accounts, and that it offers both one-time fixed financial plans and ongoing planning engagements.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Wealth management Real estate investing

Fee options

Fixed

Fixed fees for financial planning and consulting services, up to $100,000 depending on complexity

Percentage

$0+: Up to 1.50% annually for investment management services $0+: Up to 0.75% annually for retirement plan advisory clients

Commissions

Commission-based compensation earned by advisory persons licensed as insurance professionals for selling insurance products, separate from advisory fees

Other

Minimum fee: $150 annual account administration fee, which may be waived at discretion Fee-only: Fixed fee up to $100,000 for financial planning services depending on complexity; fees can be charged in installments or full upon delivery

Main office location

Creative Investment Group

30 Burton Hills, Suite 550

Nashville TN 37215, United States

Number of offices

1

Most active in

Florida · Louisiana · Michigan · Pennsylvania · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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