Crown Private Wealth provides ongoing asset management services, determining investment goals and risk tolerance. They may hire sub-advisors to manage client assets. Crown also offers ERISA plan services, acting as either a 3(21) or 3(38) advisor. Financial planning services include a comprehensive evaluation of an investor's current and future financial state.
Assets Under Management$48M
Clients133
Advisors2
Avg. per Client$360K
Avg. per Advisor$24M
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Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Maximum annual fee. Standard annual fee is typically lower and is negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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