Austin Creek Capital provides personalized investment management and comprehensive financial planning services for individuals, high-net-worth individuals, and businesses. The firm builds tailored investment portfolios primarily using passive investment strategies, such as index funds and exchange-traded funds, guided by modern portfolio theory. In addition to managing investments, Austin Creek Capital offers broad financial planning covering retirement, cash flow and debt management, college savings, employee benefits, estate planning, insurance, and tax strategies. Clients can choose standalone financial planning, ongoing monthly planning, or bundled investment management. The firm operates as a registered investment advisor based in Mill Valley, California, and is owned and operated by William J. Promes.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are graduated and paid quarterly in arrears. Subject to a $7,500 minimum annual fee, which may be reduced or waived. Clients enrolled in ongoing financial planning receive a discounted flat rate of 0.50% with no minimum annual fee.