Assets Under Management
$62.0B
Number of Clients
4,540
Number of Advisors
177
Average Client AUM
$13.7M
AUM per Advisor
$350.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cresset offers investment advisory and family office services, including wealth management, financial planning, and discretionary/non-discretionary investment advice. They develop investment strategies, asset allocations, and portfolios tailored to client goals, risk tolerance, and financial situations. Services are provided to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, other business entities, and pooled investment vehicles.
| Assets Under Management | 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% |
Fees may be negotiable. Minimum fee is the lesser of $25,000 or 2.00% of Managed Assets.
444 W. Lake Street, Suite 4700, Chicago, IL, 60606