CRL Advisors LLC provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. CRL Advisors also offers financial, tax, retirement, and trust planning services. They primarily recommend ETFs but may use other securities to diversify portfolios.
Assets Under Management$5.7M
Clients7
Advisors1
Avg. per Client$820K
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.72% |
| $1.0M - $2.0M | 0.64% |
| $2.0M - $3.0M | 0.56% |
| $3M+ | 0.56% |
Fees above $3 million are on a negotiated basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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