CRA Financial offers financial planning, consulting, and investment management services. They allocate client assets among various investments, including independent managers, mutual funds, and individual securities. CRA works with clients to determine their risk tolerance and investment objectives, and they may recommend other professionals like attorneys or accountants. CRA also provides consulting services to qualified employee benefit plans.
Fee Structure
CRA Financial provides investment management services for an annual fee based on a percentage of the value of your portfolio. The annual fee generally varies between 0.75% and 1.00%, depending on the amount of assets managed. The fee is charged quarterly, in advance. CRA may provide complimentary financial planning services to clients who engage CRA for investment management services.