Crocker Capital offers ongoing investment management based on your financial situation and goals. They also provide financial planning services, including full or modular written plans covering topics like retirement, tax, and education planning. Crocker Capital also offers financial literacy mentoring. You are responsible for deciding whether to implement their recommendations. They primarily invest in ETFs, exchange-listed securities, corporate and government debt, options, and real estate/oil and gas partnerships.
Assets Under Management$2.1M
Clients7
Advisors1
Avg. per Client$310K
Avg. per Advisor$2.1M
www.crockercapitalllc.com ·www.crockercapitalllc.com/optiontrades ·www.crockercapitalllc.com/stocktrades
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $1.5M | 1.30% |
| $1.5M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000. Option Traded Accounts: 2.00-2.5% based on the amount of work and trading expected
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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