Crito Capital Advisers provides ongoing portfolio management services tailored to each client's individual goals, time horizon, and risk tolerance. Crito Capital Advisers creates a personalized investment policy statement for every client and evaluates current investments to ensure they align with the client's needs. The firm primarily recommends equities, exchange-traded funds, hedge funds, private equity funds, and non-United States securities. Crito Capital Advisers may also direct clients to third-party investment advisors to manage all or a portion of their assets. Crito Capital Advisers primarily serves high-net-worth individuals and private funds or pools.
Assets Under Management$0
ClientsN/A
Advisors4
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Non-discretionary accounts have a minimum quarterly fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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