Crescent City Retirement Group offers financial planning and investment management services. Financial planning covers retirement, education, legacy, insurance, investment, budget, divorce, tax, major purchase, and business exit planning, along with cash flow analysis. Investment management involves constructing portfolios with individual securities, mutual funds, and exchange-traded funds. Crescent City also has a co-advisor relationship with Gradient Investments, LLC.
Assets Under Management$120M
Clients915
Advisors4
Avg. per Client$140K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Annual fee may be negotiable, but will never exceed 2.00%. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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