Crescent Wealth Advisory, LLC is an investment management firm based in Atlanta, Georgia, founded in 2009. The firm provides personalized portfolio management and investment advisory services to individuals and high net worth individuals. Crescent Wealth Advisory offers both discretionary and non-discretionary investment management, meaning they can either manage portfolios on your behalf based on agreed-upon strategies or consult with you before making any trades. The firm builds tailored portfolios after conducting a thorough assessment of each client's goals, time horizon, and risk tolerance, and continuously supervises and rebalances portfolios as market conditions change. In addition to direct portfolio management, Crescent Wealth Advisory provides clients with the option to utilize third-party money managers as part of their overall investment strategy.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees for accounts above $50,000,000 are negotiable based on the needs of the client and complexity of the account.