Rattlesnake Creek Capital LLC

Fee-Only (% of Portfolio)

Rattlesnake Creek Capital provides investment management for individual investors, primarily using individual stocks, options, and exchange traded funds (ETFs). They leverage margin in bullish markets and short selling in bearish markets. Rattlesnake Creek actively manages trades and recommends clients diversify their investments outside of their portfolio with them. The firm focuses on risk management, cutting losses quickly.

Assets Under Management$22M
Clients15
Advisors2
Avg. per Client$1.5M
Avg. per Advisor$11M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)

Rattlesnake Creek Capital offers two fee schedules for investment management:

  • Primary Fee Schedule: 2.5% annually, charged monthly based on the value of your investments.
  • Performance-Based Fee Schedule (for qualified clients only): 2.0% annually, charged monthly, plus a performance fee of 15% of positive performance each quarter. This performance fee is calculated based on cumulative net investment gain above a high-water mark.
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Location

2 Advisors at this firm

Rattlesnake Creek Capital LLC | TrueAdvisor