Crescent Wealth Advisory provides personalized investment management services to individuals and high net worth individuals. Crescent Wealth Advisory offers both discretionary and non-discretionary investment management services. The firm also offers clients the ability to utilize third-party money managers as part of the overall portfolio management program.
Assets Under Management$87M
Clients62
Advisors5
Avg. per Client$1.4M
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
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 above $50,000,000 are negotiable and dependent on the needs of the client and complexity of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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