Clear Ridge Wealth Management (CRWM) manages investment portfolios for individuals, retirement plans, trusts, charities, corporations, and small businesses. CRWM works with clients to determine their investment goals and risk tolerance, then designs a written investment policy. CRWM may also provide financial planning services covering areas like tax planning, retirement planning, and insurance analysis. CRWM uses third-party sub-advisors for some client accounts.
Assets Under Management$200M
Clients118
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$67M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.90% |
| $2.0M - $5.0M | 0.70% |
| $5M+ | 0.40% |
Certain pre-existing Investment Management Services clients may be on a different fee schedule. All accounts for members of the client’s family (husband, wife and dependent children) or related businesses may be assessed fees based on the total balance of all accounts.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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