3rd Creek Investments offers personalized investment advice and portfolio management, primarily to individuals, families, and charitable organizations. Services include developing investment plans, buying and selling securities, regular performance monitoring, and periodic rebalancing. 3rd Creek Investments also offers other advisory consulting services such as impact investing, financial planning, accounting, and tax services through a related company, and advice on private placements and angel investing.
Assets Under Management$200M
Clients108
Advisors4
Avg. per Client$1.9M
Avg. per Advisor$51M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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