Crionna Wealth provides investment advisory and financial planning services. Crionna manages portfolios on a discretionary basis, tailoring them to client objectives using a tactical allocation strategy. They may use various securities, including stocks, bonds, mutual funds, and ETFs. Crionna also offers consulting services to qualified retirement plans. Financial planning services may include retirement planning, tax strategies, cash flow analysis, and estate planning.
Assets Under Management$32M
Clients39
Advisors2
Avg. per Client$830K
Avg. per Advisor$16M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.40% |
| $5M+ | 0.35% |
Fees may be negotiated at the discretion of the Advisor.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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