Crews Capital Management manages investment portfolios based on individual risk tolerance and specific situations. They also offer financial planning services, including setting up a balance sheet and discussing expenses relative to income, as well as tracking progress toward short- and long-term goals. For clients with assets under $200,000, Crews Capital offers a limited entry program that provides portfolio management and financial advice.
Assets Under Management$29M
Clients5
Advisors1
Avg. per Client$5.8M
Avg. per Advisor$29M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Base fee is 1.5% annually, collected quarterly in advance, and is negotiable. For qualified investors, a performance-based fee of 1% of assets plus 20% of returns above 0% annually is available and negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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