Crescendo Wealth Group provides ongoing portfolio management based on individual client goals and risk tolerance. They create investment policy statements and construct plans to match each client's situation. Crescendo also offers consulting services to pension and employee benefit plans, including guidance on asset classes, money manager recommendations, and performance monitoring. Crescendo may direct clients to third-party investment advisors.
Assets Under Management$120M
Clients67
Advisors2
Avg. per Client$1.8M
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable. If Crescendo directs clients to ALPS Advisors, Inc., the total fee is 1.55% on the first $500,000, 1.54% on $500,001 - $2,000,000, and 1.53% on amounts over $2,000,001. This includes both Crescendo's fee and ALPS' fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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