Madden Creek Advisors manages investment portfolios and provides personalized financial planning for individuals, high-net-worth clients, corporations, and other organizations. Madden Creek Advisors takes a comprehensive approach, helping clients understand their risk tolerance, time horizon, and tax circumstances before building a customized investment strategy. Portfolios are built using mutual funds, exchange-traded funds, stocks, bonds, and alternative investments like private equity and hedge funds. Madden Creek Advisors has complete authority to make investment decisions without asking first, though clients can set specific investment restrictions. Financial planning services are included as part of the management fee.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fees generally range from 0.50% to 1.25% of assets under management. There is a $10,000 minimum annual fee. Fees are negotiable.