Creekside Partners provides financial planning and investment management services, typically offered as a single package. Financial planning covers saving, spending, retirement, college funding, insurance, estate planning, and charitable giving. Investment management is discretionary, allocating assets among mutual funds, exchange-traded funds, and individual securities. Creekside Partners acts as a legal fiduciary, required to act in your best interest.
Assets Under Management$510M
Clients279
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$250M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$3,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable depending on circumstances. Some former clients of Wiiken & Gorman pay a different flat annual retainer or basis point fee for financial planning and portfolio advice.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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