Big Creek Capital Management provides portfolio management, supervision, and advisory services for clients with accounts held at a third-party custodian/brokerage firm. Services are tailored to individual client needs and objectives, determined through an initial interview and data gathering. Big Creek actively manages client accounts and continuously monitors the accounts and individual investments.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and subject to a $3,000 minimum annual fee for related accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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