Chris C. Crenshaw Financial Services provides investment advice and financial planning to individuals, trusts, estates, charities, corporations, and business entities. They create investment plans based on your individual needs and goals, and review them quarterly. Financial planning is offered at no charge to investment advisory clients.
Assets Under Management$43M
Clients14
Advisors1
Avg. per Client$3.1M
Avg. per Advisor$43M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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