Crusonia Wealth Advisors offers wealth advisory services that combine investment management, portfolio design, and financial planning. Crusonia Wealth Advisors helps clients build and monitor diversified investment portfolios consisting of stocks, bonds, exchange-traded funds, options, and mutual funds, and may also use third-party investment managers. In addition to investment management, Crusonia Wealth Advisors provides standalone financial planning and consulting covering retirement, estate planning, charitable giving, education funding, tax strategies, real estate analysis, and debt evaluation. The firm also offers tax preparation services through an affiliated practice. Crusonia Wealth Advisors works with individuals, high-net-worth families, trusts, estates, charitable organizations, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size and scope of the engagement, complexity, and anticipated assets, but will not exceed 2.00% per year.