Assets Under Management
$4.0M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$162K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cru Wealth Management LLC manages individually tailored investment portfolios and offers financial planning services. Financial planning covers cash flow, college savings, employee benefits, estate planning, financial goals, insurance, investment analysis, retirement planning, risk management, and tax planning strategies.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
The annual fees are negotiable.
TX, United States