Krown Advisory is a virtual, technology-enabled registered investment advisor offering personalized financial planning and portfolio management. The firm focuses on relationship-based advice rather than product sales, helping clients navigate cash flow management, retirement readiness, investment strategies, debt reduction, and business-owner planning. Services are delivered virtually through secure video calls, phone, email, and encrypted client portals. Krown Advisory tailors its recommendations to each client's unique goals, time horizon, and risk tolerance, providing standalone financial plans, ongoing advice, or discretionary and non-discretionary portfolio management.
Fee Structure
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 firm's discretion based on complexity and scope.