Crosbie Financial provides ongoing portfolio management and financial planning services based on your individual goals, risk tolerance, and time horizon. They create an investment plan for each client and may request authority to make trades without asking you first. Financial planning is included with portfolio management at no additional cost, covering areas like insurance, taxes, retirement, education, and debt.
Assets Under Management$100M
Clients88
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$50M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.0M | 1.33% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $7.0M | 1.00% |
| $7.0M - $10.0M | 0.85% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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