Crouch Investment Group offers investment advice and manages investment portfolios based on individual client needs. They gather information about your financial situation, goals, and risk tolerance to develop a suitable investment strategy. They monitor your portfolio and rebalance it as needed. As part of their portfolio management services, they may provide complimentary financial planning services.
Assets Under Management$12M
Clients12
Advisors1
Avg. per Client$960K
Avg. per Advisor$12M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
Advisory fee is negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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