Crecer is a registered investment advisor offering financial advisory services exclusively through its online platform. Crecer manages client assets on a discretionary basis using model portfolios designed to be well-diversified and reflect a range of investment risk and expected return. Clients provide information about their risk tolerance and investment objectives, and Crecer selects a model portfolio to invest the client’s assets. Clients can update their risk tolerance and investment objectives periodically, and adjustments to their investments will be made accordingly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.30% |
The annual fee is 0.30% or $60, whichever is larger. If the client’s account balance is less than $1000, Crecer will waive its management/wrap fee for that billing cycle.