Crescent Hill Partners offers investment advice tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement and may manage investments with the client's permission. CHP also provides financial counseling, including investment, cash flow, tax, retirement, and college planning, for a fixed fee. They primarily advise on mutual funds, equities, bonds, and ETFs, but may also advise on other securities.
Assets Under Management$300M
Clients185
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$300M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.85% |
| $100K - $200K | 0.85% |
| $200K - $300K | 0.75% |
| $300K+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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