Crown Financial Group offers investment advice and supervisory services to clients based on their individual needs and desires. Crown provides services in areas such as investments, retirement planning, estate planning, cash management, and tax planning. Crown invests primarily in marketable securities, including stocks, bonds, mutual funds, and options. The firm may also hold short positions in certain accounts.
Assets Under Management$50M
Clients75
Advisors1
Avg. per Client$670K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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