Jackson Creek Investment Advisors LLC is an investment management firm located in Castle Rock, Colorado, established in 2020. The firm provides discretionary investment management services, managing portfolios for individuals, high-net-worth clients, pooled investment vehicles, mutual funds, and retirement plans. Jackson Creek's investment strategies are primarily rooted in behavioral finance and quantitative modeling, focusing on equities categorized by market capitalization, such as large-cap, mid-cap, and small-cap stocks. In addition to direct portfolio management, Jackson Creek offers retirement plan advisory services and consulting on isolated financial topics. The firm emphasizes a disciplined, research-driven approach to portfolio construction and risk management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Maximum annual advisory fee is 1.00%. Fees may vary based on account size and complexity and are negotiable in certain circumstances.