CRIS CAPITAL, LTD. provides ongoing portfolio management services tailored to each client's goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. CRIS CAPITAL may use a subadvisor, Advisory Alpha, LLC, to manage some or all of a client’s assets. CRIS CAPITAL monitors the subadvisor to ensure adherence to the client's investment goals. They generally limit investment advice to mutual funds, fixed income securities, insurance products including annuities, equities, ETFs and non-U.S. securities.
Assets Under Management$15M
Clients69
Advisors2
Avg. per Client$220K
Avg. per Advisor$7.5M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.00% |
| $1.5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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