Assets Under Management
$216.4M
Number of Clients
274
Number of Advisors
8
Average Client AUM
$790K
AUM per Advisor
$27.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Crew Capital Management provides investment counsel and portfolio management on a fee-only basis. They obtain investor profile data to select suitable investments and asset allocations. They also work with clients to implement investment programs sub-managed by third-party money managers. Standalone financial planning services are also offered for an hourly or flat fee.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500.
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209