Robert Jung
Robert Jung is a CFA-designated registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 20 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Fees are negotiable for certain clients, and the firm also offers portfolio management for an annual flat fee ranging from $10,000 to $25,000.
Fee Estimator
Location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Robert is a 50% partner in Pure Ice, LLC.
Employment History
Current Registrations
Crew Capital Management, LTD.
Previous Registrations
F/m Investments LLC
Argi Investment Services, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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