Capital Creek Partners

Fee-Only (% of Portfolio)Fixed/Hourly

Capital Creek Partners (CCP) offers strategic advice and wealth management to families, family offices, and charitable organizations. CCP uses sub-advisors to manage client assets and provides access to private funds and alternative assets. CCP also recommends individual exchange traded funds, equities, fixed income securities, or digital assets. CCP sponsors pooled investment vehicles (Private Funds and Access Funds) for clients to access investment opportunities.

Assets Under Management$1.2B
Clients143
Advisors4
Avg. per Client$8.7M
Avg. per Advisor$310M

Fee Structure

Investment management only (planning not offered)

CCP charges a percentage of the assets they manage, ranging from 0.25% to 1.00%. The fees are generally lower for clients with higher amounts of assets under management and are negotiated based on the client's needs, the complexity of services, and the types of assets. Some clients have negotiated alternative fee structures, including flat fees, tiered fees, fees based on committed or invested capital, and/or performance fees.

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Location

4 Advisors at this firm

Capital Creek Partners | TrueAdvisor