Crinite Financial Strategies offers investment advice on various investments, excluding options contracts. They use financial data to help clients select suitable investments based on their goals and situation. The firm manages portfolios through the Vision2020 Wealth Management Platform, which provides tools for risk assessment, asset allocation, and portfolio rebalancing. Portfolios may include mutual funds, exchange traded funds, stocks, and bonds.
Assets Under Management$51M
Clients242
Advisors1
Avg. per Client$210K
Avg. per Advisor$51M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.35% |
| $1.0M - $25.0M | 1.10% |
| $25M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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