Crimson Wealth Management (CWM) is an investment management firm that builds custom portfolios for individuals and corporations based on their investment objectives, time horizon, risk tolerance, and communication needs. CWM focuses on US equities, using a mix of ETFs and individual company stocks. Their investment approach starts with a macro-economic viewpoint combined with a bottom-up analysis of individual companies.
Assets Under Management$8.4M
Clients5
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$8.4M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1M+ | 2.00% |
Fees are negotiable and capped at 2.0% for the first $1M. For all money in excess of $1M, the fee schedule will be both lower than 2.0% and lower than the fee schedule for the first $1M. Minimum Fee is 50 bps.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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