Assets Under Management
$2.5B
Number of Clients
652
Number of Advisors
24
Average Client AUM
$3.9M
AUM per Advisor
$104.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Crewe Advisors offers portfolio management services based on client goals, risk tolerance, and time horizon. They also provide financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. They may recommend rollovers to IRAs managed by them, creating a conflict of interest.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated.
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101