Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may be discounted based on various factors.
Fee Estimator
RS Crum, Inc. charges an annual fee based on a tiered percentage of your assets under management. The standard fee schedule is 1.0% on the first $1 million, 0.75% on assets between $1 million and $5 million, 0.50% on assets between $5 million and $10 million, and 0.25% on assets over $10 million. The effective AUM rates range from 0.4% to 1.00% annually. Fees are negotiable and may be discounted based on various factors. Accounts may also be subject to a minimum quarterly fee.
Areas of Practice
Advisor Information
Office location
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660
Get directionsRegulatory History
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