Crowe Financial Group offers investment management and financial planning services. For investment management, Crowe Financial determines your investment goals, risk tolerance, and time horizon to create a suitable investment strategy. Financial planning services include basic and comprehensive plans covering retirement, insurance, cash flow, college planning, and estate planning. Crowe Financial also sells annuities and insurance products as an independent insurance agent.
Assets Under Management$16M
Clients284
Advisors2
Avg. per Client$57K
Avg. per Advisor$8.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at Interactive Brokers, fees will be charged a daily fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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