Willow Creek Capital Management (WCCM) offers portfolio management services tailored to individual client goals, risk tolerance, and time horizon. WCCM also provides consulting services to pension and employee benefit plans. WCCM generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds and non-U.S. securities.
Assets Under ManagementN/A
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $7.0M | 0.80% |
| $7M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...