Crescent Grove Advisors provides wealth management and family office services, including business, cash flow, trust and estate, and tax planning. They manage investments using mutual funds, exchange-traded funds, and independent investment managers. Crescent Grove also offers Outsourced Chief Investment Officer (OCIO) services to organizations and Portfolio Advisory Services to clients with $1M-$10M in liquid assets. Clients retain discretion over implementation decisions.
Fee Structure
Crescent Grove Advisors charges a percentage of the assets they manage for investment management services. This fee varies from 0.10% to 1.25% annually, depending on the size and composition of your portfolio. The fee is calculated quarterly, based on the average daily account balance. For OCIO relationships, the fee ranges from 0.30% to 0.60% annually. Keep in mind that independent managers also charge their own fees, ranging from 0.10% to 2.00%.