Salt Creek Hills Money, Ltd. refers clients to third-party investment advisors, primarily Matson Money. Salt Creek creates an investment policy statement for each client based on their goals, risk tolerance, and time horizon. Salt Creek monitors the performance of the third-party advisors. Salt Creek generally limits its investment advice to mutual funds.
Assets Under Management$2.6M
Clients10
Advisors1
Avg. per Client$260K
Avg. per Advisor$2.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Salt Creek refers clients to third-party investment advisors, primarily Matson Money. For Matson Money, the total annual fee is 1.48% of your portfolio, with Salt Creek receiving 0.99% and Matson Money receiving 0.49%. There is also a one-time fee of $500 for all Matson Money clients. These fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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