Crescent Advisor Group (CAG) provides financial planning and portfolio management services to individuals, small businesses, and institutional clients. CAG offers advice on various investment products, including equities, mutual funds, bonds, and alternative investments. CAG may use third-party investment advisors and relies on technical and fundamental analysis. CAG also does business as Castle Financial, LLC, Lowell Wealth Management, Hast Financial Group, Integrity Capital Advisory, LLC, and Valad Plus Investment Advisors.
Fee Structure
Crescent Advisor Group's (CAG) investment management fees are based on a percentage of your portfolio's value. There are two fee schedules:
- Value Advisor Plus:
- Equity/Funds: 1.0625% annually
- Debt Instruments (over $100k): 0.60% annually
- Standard Fees:
- $0 - $249,999.99: 2.50% annually
- $250,000.00 - $499,999.99: 2.25% annually
- $500,000.00 - $999,999.99: 2.00% annually
- Over $1,000,000.00: Negotiable
CAG may maintain a Limited Power of Attorney for Managed Accounts for the purposes of directing and or otherwise effecting investments on behalf of Managed Accounts, for the direct payment of CAG's fees, and for other charges incurred by the Managed Account.