Mountain Creek Capital provides investment management services, primarily advising on stocks, exchange traded funds, mutual funds, and bonds. They tailor their advice to each client's individual investment objectives, risk tolerance, and financial needs. They also offer financial planning services, reviewing a client's financial position and making recommendations. Clients are not obligated to act on these recommendations or effect transactions through Mountain Creek Capital.
Assets Under Management$23M
Clients49
Advisors1
Avg. per Client$460K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Mountain Creek Capital charges an annual fee based on the value of your portfolio, ranging from 1.5% to 2.0%. The specific fee is negotiated with each client based on factors such as the amount of assets managed and the level of service provided.
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