Mill Creek Investment Management manages investment portfolios for individuals, high net worth individuals, and institutional clients. Mill Creek creates a tailored investment strategy based on each client's goals, time horizon, and risk tolerance. Mill Creek also offers an Investment Review service for an hourly fee, providing a comprehensive look at a client's current portfolio.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$1M
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.80% |
Early Mill Creek investors and friends and family of Mill Creek may receive fees that are lower than those shown in the schedule. Clients must meet specific regulatory requirements to be eligible for the performance based schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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