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
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Mark Kendall RylanceRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Rs Crum INC.
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations2 states
Exams
Additional Information
Mark is President of RS Crum, Inc. and has spent the last nine years providing financing planning solutions to high net worth and high income individuals. Prior to joining RS Crum, Mark spent six years as a financial consultant in the Private Client Group at Merrill Lynch.