RJ
CFA

Robert Frederick Jung

19 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
8 advisors
Number of Clients
274 clients
Average Client Portfolio
$790K average
Assets Under Management
$216.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $5.0M0.75%
$5M+0.50%

Minimum fee per quarter is $500. CCM reserves the right to negotiate a client-specific fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,000
Financial Plan Fee:$10,000 - $25,000

CCM charges fees based on a percentage of assets under management. The minimum fee per quarter is $500. For clients receiving investment management services, there is no separate financial planning fee. CCM may negotiate a client-specific fee schedule or provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided. IDS traditionally charges 0.25% for its service.

Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInvestment Management
Loading...

Advisor Information

Office location

4030 Smith Rd., Suite 200, Cincinnati, OH, 45209

Get directions
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2022
Settled
Other Business Activities

Robert is a 50% partner in Pure Ice, LLC.

Employment History
Current Registrations
Crew Capital Management, Ltd.
April 2006 - Present · 19 yrs 9 mos
Previous Registrations
F/m Investments LLC
July 2020 - December 2023 · 3 yrs 5 mos
Argi Investment Services, LLC
November 2012 - January 2014 · 1 yr 2 mos
State Registrations3 states
KYOHTX
Advisor
Exams
No exam information available for this advisor.