Crown Oak Advisors manages investment portfolios for individuals and institutions, primarily using individual equity securities. They tailor their services to each client's needs, considering risk tolerance and financial situation. While not a formal model portfolio, client assets are managed through portfolios made up of similar investments. Crown Oak Advisors also provides consulting services to institutions for a fixed fee.
Assets Under Management$240M
Clients54
Advisors2
Avg. per Client$4.4M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.60% |
| $5M+ | 0.50% |
Fee rate may differ for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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