M
Mill Creek Investment Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,675,000
Clients
12
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
LowAverage account size
$806,250
About
Mill Creek Investment Management provides discretionary portfolio management and standalone investment review services to individual, high‑net‑worth, corporate/business and institutional clients. The firm documents client objectives in a written Investment Policy Statement and conducts at least annual portfolio reviews while implementing agreed‑upon strategies on an ongoing basis.
The firm emphasizes establishing a strategic asset allocation tailored to client goals and may use limited tactical allocations when opportunities arise, implementing strategies through a mix of active and passive pooled vehicles, direct equities and fixed income, options, and alternative investments for qualified clients. Accounts are generally managed on a discretionary basis with custodial billing of advisory fees and periodic client reporting.
Noteworthy differences from many peers include the availability of performance‑based fee arrangements (subject to regulatory eligibility and administered with a high‑water‑mark) and the firm’s stated work with corporate/business and institutional clients in addition to individuals. The brochure also discloses that the firm’s principal is a licensed attorney with other outside employment, a circumstance the firm identifies as a potential time‑allocation conflict while noting it does not provide legal advice as part of its advisory services.
Client services
Portfolio management
Expertise
Active portfolio management
Passive / index investing
Options & derivatives strategies
Private / alternative investments
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.90% annually $2,000,001+: 0.80% annually
$200 per hour for Investment Review Services
10.0% of net return for $0 to $1,000,000; 9.0% for $1,000,001 to $2,000,000; 8.0% for amounts above $2,000,000, billed annually
Account minimum: $500,000
Main office location
Mill Creek Investment Management
Salt Lake City UT, United States
Number of offices
2
Most active in
Mill Creek Investment Management has reported serving >5 clients in these states in the last 12 months.
Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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