Willow Creek Capital Management, Inc.'s Form ADV discloses 1.00% on the first $5 million, 0.80% on the next $2 million, and 0.50% on assets above $7 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #333911), Willow Creek Capital Management, Inc. is subject to fiduciary duty under federal law.
Willow Creek Capital Management, Inc. is headquartered in MISSOULA, MT.
Willow Creek Capital Management, Inc. serves 98 high-net-worth clients according to their SEC filing dated August 26, 2026. View client details ↓
According to their SEC Form ADV, Willow Creek Capital Management, Inc. offers portfolio management for individuals and pension consulting services. View all service details ↓
Willow Creek Capital Management, Inc. manages $280 million in client assets according to their SEC filing dated August 26, 2026.
According to their SEC Form ADV, Willow Creek Capital Management, Inc. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓