Cresset Asset Management offers investment advice and family office services, including wealth management, financial planning, and investment portfolio management. Cresset manages investments on both a discretionary and non-discretionary basis. Cresset also provides consulting retirement plan advisory services to retirement plans and their respective company sponsors.
Assets Under Management$72B
Clients4,631
Advisors184
Avg. per Client$16M
Avg. per Advisor$390M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$25,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Also offers a "Waterfall Fee" schedule: $5M-$10M: 0.90%, $10M-$25M: 0.80%, $25M-$50M: 0.70%, $50M+: 0.60%. Minimum fee is the lesser of $25,000 or 2.00% of managed assets. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
184 Advisors at this firm
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