Cropsey Asset Management (CAM) offers investment management services, allocating client assets among closed-end funds, exchange-traded funds (ETFs), and individual equity securities. CAM tailors its services to individual client needs, considering risk tolerance and time horizon. Clients are encouraged to promptly notify CAM of any changes in their financial situation or investment objectives.
Assets Under Management$21M
Clients9
Advisors1
Avg. per Client$2.3M
Avg. per Advisor$21M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee varies between 0.40% and 1.00% depending upon the market value of the assets under management and the type of investment management services to be rendered. CAM, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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