Mill Creek Capital Advisors builds custom investment programs for clients, developing objectives within suitable risk/reward parameters. Mill Creek offers several investment allocation strategies that include equity and fixed income allocations, using both active and passive strategies. Mill Creek selects third-party investment advisory organizations to handle the selection of specific investments consistent with the overall asset allocation strategy developed.
Assets Under Management$9.2B
Clients445
Advisors27
Avg. per Client$21M
Avg. per Advisor$340M
Fee Structure
Minimum Investment:$5M
Investment management only (planning not offered)
Minimum Annual Fee:$30,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | Included |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees may be negotiated. Under special circumstances, Mill Creek will accept and maintain accounts valued at less than $5 million. In these cases, Mill Creek typically charges a minimum fixed fee of $30,000. Additionally, under limited circumstances clients may be charged a flat fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
27 Advisors at this firm
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