Birchwood Creek Capital Management LLC

Fee-Only (% of Portfolio)

Birchwood Creek Capital Management provides investment management services to a private investment fund. Birchwood Creek Capital tailors its advisory services to the investment strategies and specific terms and conditions of the client. The firm's investment process employs a combination of qualitative and quantitative analysis.

Assets Under ManagementN/A
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Birchwood Creek Capital charges a management fee and other fees as necessary and agreed to in the advisory agreement. Management fees are deducted directly from the client account(s) and are calculated based upon outstanding capital accounts or amounts of committed capital. The client will also incur brokerage and other transaction costs.

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Birchwood Creek Capital Management LLC | TrueAdvisor