Cru Wealth Management provides personalized investment management and financial planning services to individuals and high-net-worth clients. Founded in 2021 and based in North Richland Hills, Texas, the firm is led by Kyle Moore. Cru Wealth Management focuses on building tailored investment portfolios using passive strategies, index funds, exchange-traded funds, and occasionally third-party managers. For clients utilizing investment management services, comprehensive financial planning is included at no additional charge. This planning covers areas such as retirement planning, cash flow and debt management, college savings, employee benefits optimization, estate planning coordination, risk management, and tax planning strategies. Cru Wealth Management operates as a registered investment advisor and is committed to acting in the best interest of clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
Fees are assessed on a blended schedule and paid quarterly in arrears. Fees may be negotiable in limited circumstances.