Bent Creek Capital LLC

Fee-Only (% of Portfolio)

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.

Assets Under Management$480K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$480K

Fee Structure

Minimum Investment:$20K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $4.0M0.80%
$4.0M - $10.0M0.65%
$10M+0.50%

Fees are negotiable and may be waived in certain cases.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1 Advisors at this firm

Bent Creek Capital LLC | TrueAdvisor