Austin Creek Capital, LLC (ACC) manages investment portfolios and provides financial planning services. Investment management is tailored to individual client needs, including developing an investment plan with asset allocation targets. Financial planning covers retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. ACC also offers ongoing comprehensive financial planning for a fixed monthly fee.
Assets Under Management$4.5M
Clients19
Advisors1
Avg. per Client$240K
Avg. per Advisor$4.5M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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