Crescent Financial Advisors offers discretionary portfolio management services, developing investment strategies based on clients' financial circumstances, goals, and risk tolerance. They also provide complimentary financial and retirement planning to portfolio management clients. Additionally, Crescent Financial Advisors offers educational seminars on senior-related abuses. They advise on various investments, including equities, bonds, mutual funds, and ETFs.
Assets Under Management$190M
Clients432
Advisors3
Avg. per Client$450K
Avg. per Advisor$64M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.85% |
| $5M+ | 0.85% |
Fees are negotiable for accounts above $5,000,000. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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