Black Creek Wealth Management offers portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services, which may include cash flow analysis, insurance analysis, retirement analysis, portfolio analysis, education savings analysis, and estate analysis. For clients seeking a more advanced trading strategy, BC Alpha, there is a performance-based fee.
Assets Under Management$34M
Clients60
Advisors1
Avg. per Client$560K
Avg. per Advisor$34M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3M+ | 1.00% |
Fees are negotiable. BCWML also offers two market timing strategies: BC PULSE (2.00% annually, $30,000 minimum) and BC ALPHA (25% performance fee on gains, $50,000 minimum for qualified clients).
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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