Canyon Creek Investment Advisors offers investment management and financial planning services to help clients achieve their financial goals. They focus on long-term investment strategies, diversification, and disciplined implementation. Financial planning services cover retirement, education savings, cash flow management, debt reduction, estate planning, insurance needs, tax planning, and goal tracking. They primarily use exchange traded funds, stocks, bonds, and real estate investment trusts.
Assets Under Management$55M
Clients72
Advisors2
Avg. per Client$760K
Avg. per Advisor$27M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
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% |
Subject to a minimum annual fee of $600, not to exceed 2.00% of the portfolio value. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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