Crutchfield Advisors, Inc. is a registered investment advisor based in Apex, North Carolina, owned and operated by Wayland A. Crutchfield and Carolyn C. Wasdell. The firm primarily manages investment portfolios on a custom basis, adjusting the mix of assets over time using fundamental analysis, technical analysis, and economic indicators. In addition to investment management, Crutchfield Advisors offers ongoing financial planning advice as part of every client relationship, covering tax codes, laws, and healthcare regulations. Comprehensive financial plans are created using specialized software and can be provided complimentary upon request. The firm serves individuals, corporations, trusts, estates, retirement plans, and government agencies without requiring any minimum amount to establish an account.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard management fee is up to 1.5% per year, calculated on total assets per household under management. Fees are negotiable.