Crabtree Asset Management (CAM) offers ongoing portfolio management services tailored to individual client goals and risk tolerance. CAM creates an Investment Policy Statement for each client to guide portfolio selection. CAM also acts as a subadvisor to other advisors. CAM primarily invests in stocks and may use short sales as part of its investment strategies.
Assets Under Management$2.7M
Clients3
Advisors1
Avg. per Client$910K
Avg. per Advisor$2.7M
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $1000K | 0.75% |
| $1M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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