Croak Capital offers investment advice tailored to clients' needs, including discretionary and non-discretionary portfolio management. They also provide financial planning and consulting services, ranging from broad-based planning to single-subject consultations. Croak Capital sponsors a wrap fee program. They may direct clients to third-party investment advisors. Croak Capital also offers pension consulting services to employee benefit plans.
Assets Under Management$300M
Clients824
Advisors6
Avg. per Client$360K
Avg. per Advisor$50M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.05% |
| $1M+ | 0.95% |
Advisory fee is negotiable depending on individual client circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...