Crusonia Wealth Advisors offers investment management, portfolio design, and financial planning or consulting services. They work with clients to understand their financial situation, goals, and risk tolerance. Investment portfolios may include stocks, bonds, ETFs, options, mutual funds, and other public and private securities. They may also use third-party investment advisors. Standalone financial planning and consulting services are also available, covering areas like retirement, estate, tax, and education planning.
Fee Structure
Crusonia Wealth Advisors offers wealth advisory services where the maximum annual fee charged will not exceed 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are billed quarterly in advance or in arrears based on the value of your account on the last day of the previous quarter. These fees are deducted from your account. If a third-party investment manager is used, their fees are in addition to Crusonia Wealth Advisors' fees.