Crowley Capital Management (CCM) provides investment management services where they manage your investments based on your goals and risk tolerance. They may also hire other investment advisory firms to manage parts of your portfolio. CCM also offers financial planning services to investment management clients at no additional cost, covering topics like retirement, cash flow, and estate preservation. You are not obligated to act on any recommendations.
Assets Under Management$27M
Clients27
Advisors1
Avg. per Client$1M
Avg. per Advisor$27M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.85% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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