Mill Creek Investment Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
Salt Lake City UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Mill Creek Investment Management · Mill Creek Investment Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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.
-
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
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")