We work on a fee basis - Here’s our fee schedule:

EQUITY Portfolios	Third Party	Pure Fixed Income
CG, DG, AG, LT Growth	Managers**	Portfolios
25m – 100m 1.15%	N/A	0.50%
100m – 500m 1.00%	0.75%	0.40%
500m – 1mm 0.95%	0.70%	0.35%
1mm – 2mm 0.90%	0.65%	0.30%
2mm – 3mm 0.85%	0.60%	0.25%
3mm – 4mm 0.80%	0.55%	0.20%
4mm – 5mm 0.75%	0.50%	0.15%
5mm + negotiable	negotiable	negotiable

Management of short-term cash portfolios:
Below $500,000	0.10%
Above $500,000	0.05%

Investment & financial consulting fees, AFTER initial consultation:
$250/hour, plus supplies and expenses
$500/hour for court time.

* Fee-based portfolio clients are NOT subject to this portion of our fee schedule.

Sand Creek Investment Partners works only on a fee basis. Transaction costs are paid by the client portfolios to the custodian firm on either a per transaction basis or an asset value basis–whichever is likely to be lowest. Sand Creek Investment Partners does not participate in any custodian fees, nor does the custodian participate in Sand Creek Investment Partner’s fees. Sand Creek Investment Partners primary custodian/clearing firm is Charles Schwab & Co., Inc. Other custodians are available.

Clients with fee-based portfolios with Sand Creek Investment Partners may also set up additional special purpose non-fee accounts.

**Client portfolios will also pay Third Party Managers and transaction costs.

Investment Advisory Services offered through Integrated Advisors Network LLC (IAN), a Registered Investment Advisor. Sand Creek Investment Partners and IAN are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Sand Creek Investment Partners and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

CONTACT US

P.O. Box 2240, Bend, OR 97709
Telephone: 541-330-5508