C & R Management Services focuses on setting up and managing retirement plans for small businesses, including IRA-based plans like SEP, Payroll Deduction IRA, and SIMPLE IRA plans. They also offer optional services like payroll reporting and small business consulting. C & R believes in building lasting relationships with clients and managing assets directly rather than outsourcing.
Assets Under Management$2M
Clients6
Advisors1
Avg. per Client$330K
Avg. per Advisor$2M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$250
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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