Creekside Capital works with clients to develop a financial outline and investment plan based on their financial circumstances, goals, and risk tolerance. They manage investment portfolios on a non-discretionary basis, meaning clients must approve each trade. Creekside Capital may recommend separate account managers or third-party wrap programs. They also offer general consulting services on a project basis, including cash flow planning, estate planning analysis, tax planning analysis, and insurance portfolio review.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The minimum portfolio value is generally set at $500,000. A minimum annual fee of $200, billed quarterly, will apply to accounts with portfolio values less than the minimum. Creekside Capital may, at its discretion, make exceptions to the foregoing or negotiate special fee arrangements.