Assets Under Management
$617.0M
Number of Clients
319
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$123.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
RS Crum, Inc. provides investment management, financial planning, and business consulting services on a fee-only basis to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investments primarily on a discretionary basis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
This schedule may be discounted depending on several factors, including but not limited to, the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Effective AUM rates range from 0.4% – 1.00% annually. Accounts may also be subject to a minimum quarterly fee.
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660