Crux Wealth Advisors provides investment advisory services, including asset management and wealth management consulting. For asset management, advisors create customized investment solutions aligned with client risk tolerance and objectives. Wealth management consulting covers financial planning, budgeting, education planning, retirement income, estate planning, and investment analysis. Clients can engage in consulting separately or as part of their managed account program.
Fee Structure
Crux Wealth Advisors charges a percentage of your portfolio each year. The exact percentage is negotiable. Fees are billed monthly, in advance, based on the average daily balance of your account. If you add or remove funds during the month, the fee is adjusted accordingly.