Crown Wealth Group (CWG) provides investment management and financial planning services. Investment management is tailored to each client's goals and risk tolerance. Financial planning includes goal-based planning, generational wealth planning, real estate advice, lifestyle services, wealth transfer strategies, and more. CWG also offers executive compensation planning, business strategy advice, cash flow analysis, tax planning, risk management, and strategic giving strategies.
Assets Under Management$440M
Clients248
Advisors8
Avg. per Client$1.8M
Avg. per Advisor$55M
crownwealthgroup.com ·www.linkedin.com/company/crown-wealth-group-llc ·www.instagram.com/crownwealthathletes
Fee Structure
Minimum Investment:None
Crown Wealth Group charges an annual fee based on the value of your portfolio, ranging from 0.85% to 1.70%. The exact fee is negotiable and will be specified in your advisory agreement.
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