Calabazas Creek Advisors is an investment management firm that manages client accounts on a discretionary basis using a common investment strategy based on its model portfolio. The firm uses quantitative research and technology industry research. Calabazas Creek does not provide financial planning or other types of advisory services.
Assets Under Management$920K
Clients1
Advisors1
Avg. per Client$920K
Avg. per Advisor$920K
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The management fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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