Crew Capital Management manages investment portfolios and provides personalized financial planning for individuals, families, and institutional clients. The firm builds customized investment strategies using a mix of individual stocks and bonds, mutual funds, exchange-traded funds, and independent third-party money managers, tailored to each client's specific goals, risk tolerance, and tax situation. In addition to portfolio management, Crew Capital Management offers comprehensive financial planning covering retirement, cash flow, estate planning, insurance needs, and tax strategies. Clients can choose between standard percentage-based portfolio management fees or flat annual fees for portfolio management, while standalone financial planning is billed at hourly or negotiated flat rates. The firm operates with a focus on acting in clients' best interests and works with independent custodians like Charles Schwab.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Fees are negotiable for certain clients, and the firm also offers portfolio management for an annual flat fee ranging from $10,000 to $25,000.