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 | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Crewe Advisors charges an annual fee based on assets under management. Financial planning fees are negotiated, ranging from $6,000 to $150,000 for fixed-rate plans and $250 to $500 per hour for hourly services. The firm requires a minimum of $2,000,000 for Investment Portfolio Management, which may be waived at their discretion. Clients may also incur third-party fees.
Areas of Practice
Advisor Information
Office location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Get directionsRegulatory History (1)
Employment Separation After Allegations
February 2013Other Business ActivitiesSells Insurance
James is involved in several business activities, including owning High Street Ventures LLC for personal investments, managing multiple LLCs for real estate and consulting, and acting as a statutory agent for an insurance agency. He also dedicates a few hours per week to fixed insurance and fixed indexed annuities through Crewe Insurance, LLC.