Bridgecreek Financial Group is a registered investment advisor based in Tulsa, Oklahoma, offering ongoing discretionary portfolio management services tailored to each client's specific needs and investment objectives. Bridgecreek Financial Group builds customized portfolios using various investment types, including stocks, bonds, mutual funds, exchange-traded funds, options, real estate partnerships, and oil and gas interests. The firm analyzes investments using fundamental analysis and employs long-term purchase, short-term purchase, and margin strategies when appropriate. Financial planning and consulting services are included in the advisory fee for existing clients. Bridgecreek Financial Group typically requires a minimum of $1,500,000 in investable assets to open an account, though this minimum may be waived at the firm's discretion.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
All fixed income accounts are charged 0.35% of assets under management. Fees are negotiable.