Crewcial Partners offers investment consulting and investment management services. They work with endowments, foundations, charitable organizations, pension plans, and high net worth individuals. Crewcial helps clients set investment goals, allocate assets, select investment managers, and monitor performance. For investment management clients, Crewcial implements investment recommendations, including buying and selling securities and working with third-party managers.
Assets Under Management$970M
Clients11
AdvisorsN/A
Avg. per Client$88M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25M
Investment management only (planning not offered)
Crewcial Partners offers two fee options for investment management:
- Standard Fee: A maximum of 0.34% of the value of your portfolio per year.
- Incentive Fee: A reduced standard fee plus a performance fee if your portfolio outperforms a benchmark. This option is only available if you don't have any investment restrictions.
Some clients who authorize Crewcial to implement investment transactions on their behalf are subject to an additional administrative fee of up to 0.10%.
Loading...
Location
0 Advisors at this firm
No advisors found for this firm.