Lava Creek Capital Management manages investments for high net worth individuals, trusts, retirement accounts, and businesses. They focus on in-house research and aim to outperform benchmarks. They create tailored portfolios using stocks, bonds, ETFs, and other public investments, reviewing and rebalancing them quarterly based on client needs and goals. They use fundamental and technical analysis to make investment decisions.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1000K | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable under certain circumstances.