Rock Creek Advisors manages investments for First Trust Company, LLC (FTC) and for individuals through separately managed accounts (SMAs). For FTC, Rock Creek manages accounts on a discretionary basis, making all investment decisions. Rock Creek constructs mixed-asset model portfolios focused on capital appreciation, current income, and preservation of capital. Investment advice is tailored to meet the investment objectives of trusts, agency accounts, and SMAs.
Assets Under Management$47M
Clients37
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$24M
Fee Structure
Investment management only (planning not offered)
Rock Creek Advisors' fee for managing your investments is a percentage of the assets they manage, and it depends on the complexity of your portfolio. The fees range from 0.40% to 0.60% per year. Fees are negotiable and determined on a case-by-case basis.
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