Christofferson, Robb & Company

Fee-Only (% of Portfolio)

Christofferson, Robb & Company (CRC) provides investment management services to private investment funds and separately managed accounts. CRC's investment advice is based on a credit strategy. CRC's clients are primarily institutional investors, high net worth individuals, and other sophisticated investors. CRC does not tailor its services to individual investors in commingled funds but does tailor services to managed accounts and single-investor funds.

Assets Under Management$7.9B
Clients19
AdvisorsN/A
Avg. per Client$420M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

CRC generally receives management and performance fees for its investment advisory services. Management fees are based on the value of the investments and can be assessed monthly or quarterly. CRC is also usually eligible to receive a performance fee based on a percentage of the net profits of a client’s account, often subject to a high-water mark or hurdle.

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