RH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$2M
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$6,000 - $150,000
Hourly Rate:$250 - $500/hr
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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthCharitable Giving
Loading...
Advisor Information
Office location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101
Get directionsRegulatory 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
May 2019Settled
Other Business ActivitiesSells Insurance
Ryan is the managing director of Crewe Insurance Advisors, LLC, spending minimal time on this activity. He is also the manager of HH 2007 LLC, a holding company.
Employment History
Current Registrations
Crewe Advisors
January 2015 - Present · 11 yrs
Previous Registrations
Wealth Navigation Advisors
April 2009 - January 2015 · 5 yrs 9 mos
Contango Capital Advisors, INC.
June 2005 - June 2007 · 2 yrs
The Ayco Company,l.p.
February 2003 - June 2005 · 2 yrs 4 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.