Crescent Advisor Group manages investment portfolios and offers personalized financial planning for individuals, families, and corporate clients. The firm creates customized investment strategies using a mix of individual stocks, bonds, mutual funds, alternative investments, and private placements. Clients can choose to give Crescent Advisor Group the authority to manage their portfolios without asking first, or they can retain final decision-making power. In addition to investment management, the firm provides cash and debt management, retirement planning, tax strategies, estate planning, and insurance guidance. Crescent Advisor Group also works with specialized third-party investment managers to handle client assets when appropriate.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 2.00% |
| $1M+ | 2.00% |
Standard fee schedule shown. Alternative Value Advisor Plus program charges 1.0625% for equities and funds, and 0.60% for debt instruments over $100,000. Fees for accounts over $1 million are negotiable.