CRF Financial Group offers portfolio management, investment advisory, administrative, and fund accounting services exclusively to the HoosierFund, a local government investment pool for Indiana state, local, government, and quasi-governmental entities. CRF does not provide services to individual investors.
Assets Under Management$280M
Clients37
Advisors1
Avg. per Client$7.6M
Avg. per Advisor$280M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Maximum management fee. The fee schedule is set forth in the Interlocal Agreement.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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