Robert Frederick Jung

CFA

Crew Capital Management, LTD.

19 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Crew Capital Management, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

8 advisors

Number of Clients

274 clients

Average Client Portfolio

$790K average

Assets Under Management

$216.4M

Fee Structure

Minimum Investment:$250K

Financial Planning:Included in AUM fee

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $1.0M	1.00%
$1.0M - $5.0M	0.75%
$5M+	0.50%

Minimum fee per quarter is $500.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$2,000

Location

4030 Smith Rd., Suite 200, Cincinnati, OH, 45209

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

December 2022

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Robert is a 50% partner in Pure Ice, LLC.

Employment History

Current Registrations

Crew Capital Management, LTD.

April 2006 - Present · 19 yrs 10 mos

Previous Registrations

F/m Investments LLC

July 2020 - December 2023 · 3 yrs 5 mos

Argi Investment Services, LLC

November 2012 - January 2014 · 1 yr 2 mos

State Registrations3 states

KYOHTX

Advisor

Exams

No exam information available for this advisor.