CRB Strategic Services offers investment management and financial planning services. CRB focuses on increasing resilience by focusing on 8 forms of capital. CRB is a fee-only firm, meaning it only gets paid by its clients for its services. CRB may recommend third-party professionals, but clients are not obligated to use them.
Assets Under Management$59M
Clients57
Advisors1
Avg. per Client$1M
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies to clients who hold their assets at Altruist Financial, LLC. For clients who direct CRB to use their existing custodian (e.g., Vanguard), CRB will charge a fixed fee, typically ranging from $100 - $2,500, quarterly. This fee will not exceed 3% of assets under management with CRB.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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