Our fees are transparent, not hidden in the fine print of an investment or insurance product. We charge 1.00% per year for customized asset management, $165 per hour for stand-alone consulting and .60% per year for our Intelligent Portfolio, a sophisticated computer algorithm (robo) program for smaller accounts and tech savvy or millennial investors.

At Otter Creek Partners, we understand that choosing a financial advisor is a big step. We agree. We know that we must earn and keep your trust by demonstrating that we will act in your best interest at all times, doing our utmost to help you reach your life goals by wisely using your money to reach those goals. We promote conservative, long term investing based on fundamental analysis of the investments selected for each client, with an eye to reducing the risks we can control and managing the potential for long term returns using high quality securities traded on public markets and available at the lowest costs possible. We approach investing from a financial planning perspective, with a holistic view of the big picture. We partner with Charles Schwab Institutional Group as custodian of client accounts under our management. As our partner, Schwab transacts the trades in client accounts, keeps records, provides technical support, monthly account statements and secure, encrypted state of the art tech access to client accounts 24/7. Otter Creek Partners and Schwab do not pay each other any fees, compensation, commissions or remuneration of any kind.