Dustin Wolk is a CFP-designated registered investment advisor at Crescent Grove Advisors, based in Milwaukee, WI, with 4 years of industry experience. Dustin 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 Plankinton Avenue, Suite 216, Milwaukee, WI, 53203
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crescent Grove Advisors
State Registrations1 state
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