C.R. Haupt LLC offers investment advice to individuals, investment companies, pension plans, trusts, and other entities. Investment strategies are tailored to individual needs and objectives, with client input on restrictions. C.R. Haupt LLC offers both discretionary and non-discretionary investment advisory services.
Assets Under Management$1.7M
Clients4
Advisors1
Avg. per Client$430K
Avg. per Advisor$1.7M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.75% |
Clients are not necessarily billed equivalent rates. Certain clients may negotiate rates as low as 0.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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