Advisor at Mill Creek Investment Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mill Creek Investment Management
Location
Salt Lake City, UT
Credentials
CFA®, Series 63, Series 66
Industry experience
10 years
Matthew Ross is a CFA® charterholder and financial advisor with 10 years of industry experience. He is the sole advisor at Mill Creek Investment Management, where he has worked since 2014. In addition to his advisory role, Ross is involved in finance and accounting at Salt Lake Mattress & Mfg. Co., a mattress manufacturing business. Mill Creek Investment Management provides discretionary portfolio management and investment review services to individuals, institutional, and corporate clients. The firm uses a strategic asset allocation process documented in written Investment Policy Statements and employs a range of investment vehicles, including alternatives for qualified clients.
Based on Mill Creek Investment Management
$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
Salt Lake City, UT
Utah
Mill Creek Investment Management
2014 - Present (12 years)
Salt Lake Mattress & Mfg. Co.
2013 - Present (13 years)
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