Assets Under Management

$1.2B

Number of Clients

143

Number of Advisors

4

Average Client AUM

$8.7M

AUM per Advisor

$310.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Capital Creek Partners provides individualized strategic advice and wealth management over diversified asset classes, including public and private investments. They engage sub-advisors and recommend private investments. Services are tailored to each client's goals. They also sponsor pooled investment vehicles.

Fee Structure

Minimum Investment:$50M
Financial Planning:Included in AUM fee
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningTax PlanningRetirement PlanningHigh Net Worth
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Location

1608 W. 5th St., Suite 200, Austin, TX, 78703

4 Advisors at this firm