Rawson Gulick

Willow Creek Wealth Management charges a percentage of your portfolio each year. The fee is determined by your advisor's title at Willow Creek Wealth Management.

For clients working with a Managing Partner, the fee is the greater of $2,500 per quarter or the fee calculated based on the following schedule:

• First $2,000,000 — 1.00% per year
• Next $3,000,000 — 0.75% per year
• Next $5,000,000 — 0.50% per year
• On amounts over $10,000,000 — 0.35% per year

For clients working with an Advisor, the fee is the greater of $1,250 per quarter or the fee calculated based on the following schedule:

• First $2,000,000 — 1.00% per year
• Next $3,000,000 — 0.75% per year
• Next $5,000,000 — 0.50% per year
• On amounts over $10,000,000 — 0.35% per year

Clients who established accounts before January 2025 may be managed under a previous fee schedule, and some clients may have a negotiated fee schedule.