Contrafactum Research & Management (CRM) offers investment advisory services to individuals, high net worth individuals, families, profit-sharing plans, trusts, estates, and small businesses. CRM provides customized investment advisory solutions through continuous personal contact and interaction while providing non-discretionary investment management and consulting services. CRM works with each Client to identify their investment goals and objectives as well as risk tolerance and financial situation in order to create a portfolio allocation.
Assets Under Management$1.1M
Clients4
Advisors1
Avg. per Client$280K
Avg. per Advisor$1.1M
Fee Structure
Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $250K | 1.25% |
| $250K - $1.0M | 1.15% |
| $1M+ | 0.85% |
Fees may be negotiated based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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