Willow Creek Wealth Management manages investment portfolios using a disciplined, long-term strategy. They create investment policy statements tailored to each client's objectives and risk tolerance. Their investment philosophy is based on academic research and diversification. They also offer financial planning services covering cash flow, tax planning, risk management, retirement, investment, and estate planning. Financial consulting is available on a limited basis for specific areas of concern.
Fee Structure
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.
