Jeffrey Robbins is a CFP-designated registered investment advisor at Crescent Grove Advisors, based in Milwaukee, WI, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 381 clients with $5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crescent Grove Advisors charges a percentage of the assets they manage for investment management services. This fee varies from 0.10% to 1.25% annually, depending on the size and composition of your portfolio. The fee is calculated quarterly, based on the average daily account balance. For OCIO relationships, the fee ranges from 0.30% to 0.60% annually. Keep in mind that independent managers also charge their own fees, ranging from 0.10% to 2.00%.
Location
313 N. Plankinton Avenue, Suite 216, Milwaukee, WI, 53203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Crescent Grove Advisors
Previous Registrations
Beacon Pointe Advisors, LLC
Next Generation Wealth Management, INC.
Martin Capital Management, LLC
Crg Financial Services, INC.
State Registrations1 state
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.