Crux and Company, LLC

Fee-Only (% of Portfolio)

Crux and Company manages a pooled investment fund, Crux Capital, LP, aiming for capital growth. They have full authority to make investment decisions for the fund. The minimum initial investment is $25,000, but Crux and Company can accept smaller amounts. Crux and Company does not offer separate managed accounts or wrap fee programs.

Assets Under Management$540K
Clients1
Advisors1
Avg. per Client$540K
Avg. per Advisor$540K

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)

Crux and Company manages a pooled investment fund called Crux Capital, LP. They charge a quarterly management fee of 0.375% of your share of the fund's net asset value, which works out to approximately 1.5% per year. This fee is taken directly from your capital account in the fund. These fees are negotiable.

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Location

1 Advisors at this firm

Crux and Company, LLC | TrueAdvisor