Crutchfield Advisors is a registered investment advisor that manages investment portfolios and provides financial planning services. They manage assets on a discretionary basis, adjusting the mix of investments based on economic conditions. Financial planning advice is included with every client relationship, covering tax laws and healthcare regulations. In-depth financial plans are available upon request.
Assets Under Management$78M
Clients104
Advisors2
Avg. per Client$750K
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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