Krowten Equities offers investment advice to individuals, high net worth individuals, trusts, estates, and retirement plans. Krowten Equities works with clients to identify their investment goals, risk tolerance, and financial situation to construct an appropriate portfolio strategy. They may use individual stocks, bonds, mutual funds, ETFs, options, or alternative investments. Krowten Equities also provides ongoing financial planning services as part of investment management.
Assets Under Management$26M
Clients14
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$26M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable at the sole discretion of the Advisor. Relationships with multiple objectives, specific reporting requirements, portfolio restrictions and other complexities may be charged a higher fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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