Cruden Bay Investment Management offers custom portfolio management services, including discretionary and non-discretionary options. They may use third-party advisors to manage portions of client accounts. They also offer financial planning services, ranging from broad-based to single-subject planning, and consulting services for assets not continuously managed by the firm. Investment advice is tailored to individual client needs and objectives.
Fee Structure
Cruden Bay Investment Management's annual fee for portfolio management services under their bundled fee program is up to 2.00% of the value of your investments. This fee covers money management, advisor fees paid to separate account managers, certain transaction costs, and custodial/administrative costs. The fee is billed quarterly in advance. Financial planning services are included at no additional cost for portfolio management clients.