Crewe Advisors provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement and uses fundamental, technical, and quantitative analysis to manage investments across various asset classes, including stocks, bonds, mutual funds, exchange-traded funds, and private placements. Crewe Advisors offers comprehensive financial planning covering areas such as retirement, tax concerns, life insurance, and debt management. The firm primarily serves individuals, high-net-worth individuals, business entities, and charitable organizations.
Assets Under Management$3.1B
Clients759
Advisors25
Avg. per Client$4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$2M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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