Spring Creek Investments, LLC (SCI) offers individualized investment management consulting services to institutions and high net-worth individuals. SCI also provides general financial consulting and problem-solving services. Services include creating investment policies, monitoring compliance, reviewing holdings, managing the hiring of new money managers, checking fees, reviewing asset allocation, providing market updates, and preparing reports.
Assets Under ManagementN/A
Clients6
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Spring Creek Investments charges either a percentage of assets (up to 0.50%) or an hourly fee (up to $850/hr), with a $5,000 minimum annual fee per account. Fees are negotiable based on the size of the account and other factors. Fees are generally charged quarterly.
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