RS Crum, Inc. offers investment management, financial planning, and business consulting services. They work with individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. RS Crum manages investments on a discretionary basis and provides advice on non-securities matters. They offer both ongoing and limited-duration engagements, including comprehensive and limited-scope financial services. The firm does not accept commissions, aiming to enhance objectivity.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Effective AUM rates range from 0.4% - 1.00% annually. Fees are negotiable and may be discounted depending on the scope and complexity of the services provided, the total value of assets managed, the number of accounts and/or the individual needs of the client. Discounts may take the form of a lower starting annual percentage and/or amended AUM break points. Accounts may also be subject to a minimum quarterly fee. Some legacy clients may have different fee schedules documented in their advisory agreement.