Crimson Investment Managers, LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Crimson IM creates an Investment Policy Statement for each client. Crimson IM generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, venture capital funds and private placements.
Assets Under Management$11M
Clients27
Advisors1
Avg. per Client$400K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
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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