Greenwich Creek Capital Management provides ongoing portfolio management tailored to each client's specific needs, objectives, risk tolerance, and time horizon. Greenwich Creek Capital Management develops personal investment policies and manages accounts on either a discretionary basis (making trades without asking first) or a non-discretionary basis (seeking client consent before executing trades). In addition to direct portfolio management, Greenwich Creek Capital Management may recommend independent third-party managers or sub-advisors to handle portions of a client's portfolio, while continuously monitoring their performance. The firm's investment recommendations primarily include exchange-listed securities, exchange-traded funds, mutual funds, corporate debt, option contracts, and occasionally private investments or hedge funds. Greenwich Creek Capital Management also offers performance-based fee options for qualified clients who meet certain net worth or investment thresholds.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.50% |
| $25K - $50K | 0.50% |
| $50K - $100K | 0.50% |
| $100K - $500K | 0.50% |
| $500K+ | 0.50% |
Fees generally range from 0.5% to 2.0% of assets under management. Alternative fee structures include fixed percentages and performance-based fee options for qualified clients.