Stone Creek Capital Management consults with clients to help them secure margin loans from broker-dealer custodians. Stone Creek provides ongoing consulting, research, and related services. Stone Creek does not manage client assets directly. Stone Creek has a conflict of interest because it earns fees for recommending its services, and clients may be able to find similar services for less elsewhere.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $75,000/year
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