Assets Under Management
$306.8M
Number of Clients
356
Number of Advisors
N/A
Average Client AUM
$862K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Crow Creek Wealth provides customized investment advisory and comprehensive wealth management solutions through personal client contact and discretionary investment management. They offer financial planning services covering investment, retirement, savings, banking, education, estate, taxes, insurance, and philanthropic planning.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for amounts over $10,000,000. Using previous tier's fee percentage as a starting point for negotiation.
1112 East 300 North, Suite 200, American Fork, UT, 84003