Meadow Creek Wealth Advisors provides ongoing investment advice tailored to each client's needs. They start by assessing your financial situation, investment experience, and risk tolerance to create a suitable investment plan. They offer a financial review covering cash flow, retirement planning, and insurance analysis, along with an investment plan outlining appropriate investments. Meadow Creek manages portfolios on a discretionary or non-discretionary basis and may use separate account managers. They also offer limited financial planning, and general consulting services.
Assets Under Management$730M
Clients153
Advisors5
Avg. per Client$4.8M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 2.00% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are assessed monthly in advance.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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