Crockett Wealth Management offers investment management and wealth planning services. Investment management involves creating customized portfolios using stocks, bonds, mutual funds, and exchange-traded funds. Wealth planning includes investment analysis, retirement planning, insurance needs analysis, cash flow analysis, estate planning, and tax planning. Crockett Wealth Management also offers non-profit consulting and ERISA plan services.
Assets Under Management$6.6M
Clients32
Advisors1
Avg. per Client$210K
Avg. per Advisor$6.6M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Fee schedule is negotiable for friends and family. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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