CRG Wealth, LLC offers portfolio management services based on individual client goals and risk tolerance. They create investment plans and may use third-party advisors. CRG Wealth also provides financial planning services covering various areas like retirement, education, and insurance. They offer pension consulting services to employee benefit plans. CRG Wealth uses different analysis methods, including charting and fundamental analysis.
Assets Under Management$3.1M
Clients7
Advisors2
Avg. per Client$440K
Avg. per Advisor$1.5M
Fee Structure
Minimum Investment:None
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable. Clients may also be directed to Charles Schwab Institutional Intelligent Portfolios with the following fee schedule: $0 - $100,000: 1.00% $100,001 - $250,000: 0.88% $250,001 - $500,000: 0.75% $500,001 - $1,000,000: 0.63% $1,000,001 - AND UP: 0.5%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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