Cool Creek Financial offers investment management and financial planning services to individuals, families, and businesses. They create investment plans based on your goals and risk tolerance, and manage your portfolio. They also offer project-based financial planning for specific needs like retirement, college savings, or estate planning. Cool Creek Financial may recommend outside managers to assist with investment management.
Assets Under Management$24M
Clients105
Advisors1
Avg. per Client$230K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $7.0M | 0.50% |
| $7.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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