Trail Creek Advisors provides investment management services, including portfolio design, revision, reallocation, and ongoing management. They use various analysis methods to monitor market conditions and risks. Clients receive transaction statements and monthly or quarterly account statements. Trail Creek Advisors generally has authority to make trades without asking first.
Assets Under Management$10M
Clients14
Advisors2
Avg. per Client$710K
Avg. per Advisor$5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
All advisory fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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