Madden Creek Advisors provides investment advice and manages accounts for individuals, corporations, pension plans, and charities. Madden Creek takes a comprehensive approach to financial planning, creating investment strategies based on a client's risk tolerance, time horizon, income needs, tax circumstances, and overall financial goals. The firm invests in mutual funds, exchange-traded funds (ETFs), private funds, and alternative investments across a wide range of asset classes.
Assets Under Management$38M
Clients30
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$38M
www.maddencreekadvisors.com ·www.linkedin.com/company/madden-creek-advisors ·www.linkedin.com/in/davidamcinnis
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
The annual fee generally varies between 0.50% and 1.25%. Fees are negotiable depending upon the needs of the client and complexity of the situation. Minimum fee is $10,000 per year.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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