Capital Resource Advisors (CRA) provides investment advice and financial planning to clients. CRA creates customized investment portfolios based on individual client needs, using stocks, bonds, and exchange traded funds. CRA also offers financial planning services covering budgeting, retirement, estate planning, insurance, and education. Wealth management services combine both portfolio management and financial planning.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable at the discretion of the advisor based on factors such as the size of the account, complexity of the services, or related accounts. Certain assets, such as annuities, insurance products, or specific mutual fund share classes, may be exempt from asset-based fees.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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