Crystal Brook Advisors offers a range of services, including financial planning, investment consultation, and ongoing portfolio supervision. They help clients with cash flow, education funding, retirement planning, risk management, estate planning, and tax strategies. They also offer access to third-party investment managers. The firm provides complimentary educational workshops on personal finance and investing.
Assets Under Management$16M
Clients44
Advisors1
Avg. per Client$350K
Avg. per Advisor$16M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.80% |
| $1.0M - $5.0M | 0.55% |
| $5M+ | 0.50% |
Fees are for investment supervisory services. For investment management services using third-party investment managers, fees range from 2.25% to 2.75% per year, of which Crystal Brook Advisors receives 0.50% to 0.75%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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