Cropsey Asset Management is a registered investment advisor founded in 2003, located in Ridgefield, Connecticut. The firm specializes in managing investment portfolios for individuals, trusts, estates, and charitable organizations on a discretionary basis, meaning the firm makes trades on behalf of clients without needing prior approval for each individual transaction. Cropsey Asset Management builds diversified portfolios primarily using closed-end funds, exchange-traded funds, and individual stocks. The firm uses a combination of fundamental analysis, which looks at the financial health and competitive position of individual companies, and technical analysis, which studies past market data and trends to guide investment decisions. Clients establish a risk profile and timeline with the firm so portfolios can be tailored to their specific needs and goals. Cropsey Asset Management does not require a minimum account size or minimum portfolio value to start and maintain an investment relationship.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Annual fees range between 0.40% and 1.00% depending on the value of assets managed and the type of services rendered. Fees are negotiable.