Corbett Road Capital Management (CRCM) offers investment management services to financial advisory firms, institutions, and clients who invest $20 million or more. CRCM actively manages portfolios through separately managed accounts, using proprietary models that can be accessed at third-party investment advisors or dually registered broker-dealer and investment advisor firms. CRCM offers tactical, active, hybrid, and passive strategies tailored to client risk profiles.
Assets Under Management$150M
Clients3
AdvisorsN/A
Avg. per Client$49M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Additional ETF fees apply, ranging from 0.09% to 0.79% depending on the strategy. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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