Crescent Meridian Capital is an independent registered investment advisor based in Falls Church, Virginia, providing personalized investment management and financial planning services. The firm builds customized portfolios using exchange-traded funds, mutual funds, individual stocks, and bonds, focusing on long-term growth, capital preservation, and risk management. In addition to ongoing portfolio management, Crescent Meridian Capital offers both comprehensive and modular financial planning, covering retirement income, cash flow, education funding, and insurance needs. Advisory services are tailored to each client's specific goals, time horizon, and risk tolerance through an initial consultation and ongoing review process. The firm operates on a fee-based model derived from asset-based advisory fees and hourly financial planning fees, without accepting commissions or product-based compensation.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.25% |
Fees are straight-tier, meaning the rate applies to the entire portfolio balance. Fees may be negotiable.