Greenwich Creek Capital Management (GCCM) manages customized investment portfolios for clients based on their individual needs and goals. GCCM gathers information about clients' objectives, risk tolerance, and financial background to create a personalized investment policy. GCCM may use sub-advisors or third-party managers with expertise in specific investment strategies. GCCM's recommendations include exchange-listed securities, ETFs, mutual funds, and corporate debt.
Fee Structure
Greenwich Creek Capital Management's annual fees for managing your investments range from 0.5% to 2.0% of the value of your portfolio. The specific fee schedule is negotiated with each client and depends on their assets, goals, and custodian. GCCM offers several fee schedules:
- Interactive Brokerage (IBKR) Blended Fee: Fees vary based on the amount invested, ranging from 1.8% per year for smaller accounts to approximately 1% for accounts above $500,000. This fee is calculated on the daily average value of the account.
- Interactive Brokerage Fixed Fee: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
- Charles Schwab: Fees are negotiated and range from 0.5% to 2% annually, based on the assets in the account.
- Interactive Brokerage Performance Fee: Includes a fixed quarterly fee (0.4% to 0.6% annually) plus a performance fee (20% or 25% of profits exceeding a benchmark). To qualify, clients must have a net worth of at least $2,100,000 (excluding their residence) or at least $1,100,000 under management.