Cruzan & Associates LLC

Fee-Only (% of Portfolio)

Joseph Gary Cruzan is the President and Chief Compliance Officer of Cruzan & Associates. He provides investment advisory services to clients. He is also a licensed real estate broker, but Cruzan & Associates does not offer advice or products from those activities.

Assets Under Management$21M
Clients33
Advisors1
Avg. per Client$640K
Avg. per Advisor$21M

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 Advisors at this firm

Cruzan & Associates LLC | TrueAdvisor