Crescent Investment Solutions provides ongoing portfolio management services based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. Financial planning services are also offered, covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Ongoing financial planning is provided to portfolio management clients at no additional cost.
Assets Under Management$45K
Clients2
Advisors1
Avg. per Client$23K
Avg. per Advisor$45K
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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