Assets Under Management
$87.5M
Number of Clients
62
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$17.5M
Compensation
Fee-Only (AUM)
Crescent Wealth Advisory offers discretionary and non-discretionary investment management services tailored to client needs. They provide continuous portfolio supervision and re-balancing. The firm also offers access to third-party money managers. They do not participate in wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts above $50,000,000.
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339