Assets Under Management
$3.1M
Number of Clients
7
Number of Advisors
2
Average Client AUM
$442K
AUM per Advisor
$1.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
CRG Wealth, LLC provides portfolio management services based on client goals and risk tolerance, including investment strategy, asset allocation, and regular monitoring. They also offer pension consulting services and financial planning, covering various aspects like retirement, college, and tax planning. CRG Wealth, LLC may direct clients to third-party investment advisors and is compensated via a fee share.
| Assets Under Management | 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.
3225 Mcleod Drive, Suite 101, Las Vegas, NV, 89121