Robert Jung is a CFA-designated registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 274 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
CCM reserves the right to negotiate a client-specific fee schedule. CCM may also provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided.
Fee Estimator
Location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2022Other Business Activities
Robert is a 50% partner in Pure Ice, LLC.
Employment History
Current Registrations
Crew Capital Management, LTD.
Previous Registrations
F/m Investments LLC
Argi Investment Services, LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.