Cru Wealth Management manages investment portfolios based on clients' individual needs and goals. CWM also offers financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning, insurance, investment analysis, retirement planning, risk management, and tax planning strategies. Financial planning is available to investment management clients at no additional charge. Hourly financial planning is also available.
Assets Under Management$7.3M
Clients46
Advisors1
Avg. per Client$160K
Avg. per Advisor$7.3M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.00% |
| $50K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
Fees may be negotiable in limited circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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