Crone Wealth Management participates in the SEI Asset Allocation Program, offering investment advice to high net worth individuals and retirement plans. Crone Wealth Management analyzes a client's financial situation, risk tolerance, and time horizon to select an appropriate investment strategy and mutual fund asset allocation model. They also provide advice on non-securities matters related to estate planning, insurance, and annuities.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable for long-term clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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