Andrew Jung is a CFA-designated registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 3 years of industry experience. Andrew 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
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crew Capital Management, LTD.
State Registrations1 state
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