Split Creek Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an investment policy statement and manage the portfolio with discretionary authority. Split Creek Capital also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt/credit planning. They primarily recommend equities but may use other securities to diversify portfolios.
Assets Under Management$130M
Clients37
Advisors1
Avg. per Client$3.5M
Avg. per Advisor$130M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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