Create, LLC

Overview

Create, LLC is a small, independent registered investment adviser operating as an LLC and focused on individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and offers educational seminars and workshops. Its ownership is individual-held and its compensation mixes a percentage-of-AUM fee with hourly charges and other fee arrangements. Create is state-registered in California and Minnesota. Create appears not to position itself as a capital allocator or pension consultant; instead it delivers direct advisory and planning services to retail clients and households. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices