Wipple Creek is a registered investment advisor based in Washington, founded in 2019 and led by Mark Philip Currier. The firm primarily provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. Wipple Creek builds personalized investment plans using modern portfolio theory, typically recommending stocks, bonds, exchange-traded funds, mutual funds, real estate funds, and private placements. In addition to managing investments, Wipple Creek offers financial planning covering areas such as retirement, taxes, insurance, debt, and college savings, alongside hourly consulting services. The firm operates on a fee-only basis and requires clients to hold their assets with Charles Schwab & Co., Inc.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7M+ | 0.60% |
Fees are calculated quarterly in advance based on the prior period-end portfolio value.