Bent Creek Capital manages investment portfolios for individuals, high-net-worth individuals, and businesses. The firm uses a unique approach called a Spoke Fund, where client accounts are linked to the portfolio manager's own personal brokerage account so that trades are executed simultaneously across all accounts. Bent Creek Capital evaluates each client's income, tax situation, and risk tolerance to select a suitable portfolio of publicly traded securities, though it also reserves the right to invest in alternative assets and private placements. The firm operates with the authority to make trades without asking clients first. Clients are required to use a specific custodian recommended by Bent Creek Capital.
Fee Structure
Portfolio-Based Fees (Tiered)
| 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 can be waived at the firm's discretion.