Lava Creek Capital Management, LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$59M
Clients69
Advisors2
Avg. per Client$860K
Avg. per Advisor$30M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.00%
$250K - $500K1.75%
$500K - $750K1.50%
$750K - $1000K1.25%
$1M+1.00%

Fees are negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

2 Advisors at this firm