CRG Wealth is a registered investment advisor based in Clear Lake, Minnesota, owned by Erik Robert Dodds. The firm offers ongoing portfolio management tailored to each client's goals, time horizon, and risk tolerance, using strategies such as asset allocation, fundamental analysis, and modern portfolio theory. CRG Wealth also provides pension consulting services for employee benefit plans, ongoing and project-based financial planning, and educational seminars. In addition to direct portfolio management, the firm offers access to automated online investment platforms and third-party investment managers, and manages a private investment fund. CRG Wealth is legally required to act in your best interest when providing investment advice.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable. Clients will not be charged a total management fee over 2%. Other programs like Charles Schwab Institutional Intelligent Portfolios have separate schedules.