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 $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $2.0M | 0.35% |
| $2M+ | 0.25% |
Fees for certain strategies include the cost of ETFs, ranging from 0.09% to 0.79%.
Fee Estimator
CRCM's fees are based on a percentage of assets under management, ranging from 0.25% to 0.50% annually, depending on the account size. The total fee for clients, which includes the management fee and other fees (cost of ETFs), ranges from 25 bps to 129 bps. A minimum of $25,000 of assets under management is typically required for sub-advisory services, but this is negotiable. Fees are billed and collected through your custodian or primary advisor.
Areas of Practice
Advisor Information
Office location
7901 Jones Branch Dr., Suite 810, Mclean, VA, 22102
Get directionsRegulatory History (1)
Regulatory
July 2009Other Business ActivitiesSells Insurance
Christopher is an IAR of Spire Wealth Management and runs a DBA called Corbett Road. He is also an independent insurance agent and an IAR, President, and Owner of Corbett Road Capital Management, dedicating about half of his time to these activities.