Bent Creek Capital provides ongoing investment management services using long-term total return strategies. Bent Creek uses a Spoke Fund® approach, where client accounts are linked to the same portfolio as the manager's own money. Bent Creek evaluates each client's financial situation and risk tolerance to select a suitable portfolio. Bent Creek requests authority to make trades without asking first. Bent Creek primarily invests in publicly traded securities but may invest in private placements, alternative assets and REITs.
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable and may be waived in certain cases.