Canyon Creek Investment Advisors offers discretionary investment management and personalized financial planning services to individuals, high-net-worth individuals, trusts, and business entities. Founded in 2021 and based in Fruita, Colorado, the firm focuses on long-term investment strategies utilizing exchange-traded funds, stocks, bonds, and mutual funds. Canyon Creek Investment Advisors operates as a fee-only registered investment advisor legally required to act in your best interest. The firm provides comprehensive financial guidance covering retirement planning, cash flow management, debt reduction, tax planning strategies, and risk mitigation, tailoring its approach to each client's specific goals and financial situation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable. Subject to a minimum annual fee of $600, not to exceed 2.00% of the portfolio value.