Cresfund Advisors offers investment management based on individual client needs, developing investment policies and managing portfolios. They also provide financial planning services, covering areas like business planning, cash flow management, college savings, employee benefits, estate planning, insurance, investment analysis, retirement planning, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$14M
Clients8
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$14M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are negotiable and may vary by client.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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