Echo Creek Capital offers investment management services to individuals and institutions. The firm provides both discretionary, where they make investment decisions for you, and non-discretionary services, where they recommend investments but you make the final decision. Echo Creek tailors its advice to each client's specific needs and goals.
Assets Under Management$22M
Clients32
Advisors1
Avg. per Client$690K
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Performance-based fees (20% of net capital appreciation annually) may be charged instead of management fees for qualified clients.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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