Cruse Investments offers investment management services, creating portfolios of stocks, bonds, exchange traded funds and mutual funds based on client goals and risk tolerance. Financial planning services are also available, covering investment planning, retirement, estate planning, and budgeting. Cruse Investments acts as a fiduciary, prioritizing client interests.
Assets Under Management$58M
Clients85
Advisors1
Avg. per Client$690K
Avg. per Advisor$58M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.50% |
Fees may be negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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