Crew Capital Management (CCM) offers investment advice and manages portfolios for individuals, corporations, and other institutions. CCM helps clients determine appropriate asset allocations and may recommend third-party money managers. CCM also provides financial planning services, including retirement, cash flow, estate, income risk (insurance), and tax planning. Financial planning clients are charged an hourly or flat fee.
Assets Under Management$220M
Clients274
Advisors7
Avg. per Client$790K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Minimum Annual Fee:$2,000
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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