Crewe Advisors provides ongoing portfolio management based on client goals and risk tolerance. They create an Investment Policy Statement for each client. Services include investment strategy, asset allocation, and regular portfolio monitoring. Crewe Advisors also offers financial planning covering investment, insurance, tax, retirement, college, and debt/credit planning. They may recommend clients roll over retirement plan assets to an IRA managed by them, which creates a conflict of interest.
Assets Under Management$2.5B
Clients652
Advisors26
Avg. per Client$3.9M
Avg. per Advisor$97M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
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. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
26 Advisors at this firm
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