Cruz Wealth Management offers financial planning and investment management services to individuals, families, trusts, estates, and family businesses. They help clients define financial goals and develop strategies to achieve them, including cash flow management, tax planning, risk review, investment management, education funding, retirement planning, and estate planning. The firm is compensated solely by client fees and does not accept commissions.
Assets Under Management$3.9M
Clients18
Advisors1
Avg. per Client$220K
Avg. per Advisor$3.9M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Advisory Fee percentages are charged on the incremental net assets under management. The fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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