Vickery Creek Capital Management is an investment management firm serving families and individuals. Vickery Creek's advice focuses on retirement income planning, considering a client’s risk tolerance, time horizon, and tax situation. Vickery Creek provides investment supervisory services, manages investment advisory accounts, and furnishes investment advice through consultations. They also advise clients on financial planning matters, taxation issues, and trust services.
Assets Under Management$98M
Clients114
Advisors1
Avg. per Client$860K
Avg. per Advisor$98M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.65% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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