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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Jon Robert TheriaultRegulatory 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
Rs Crum, INC.
State Registrations2 states
Exams
Additional Information
As a principal of RS Crum and a lead advisor to many of the firm's clients, Jon brings 15 years of experience in providing business consulting and mergers and acquisitions services to owners of privately-held businesses, including running his own M&A firm for six years prior to joining RS Crum in 2008. As a result, he offers a unique entrepreneurial perspective and understands the emotional and complex decisions that impact business owners and individuals as they contemplate major transitional events. Mr. Theriault also has considerable real estate experience, offering additional insight to the common real estate concerns facing clients today. A member of the FPA as well as NAPFA, Jon is also a charter Board Member of The Center for Investment and Wealth Management at UC Irvine. He has a bachelor degree in business administration from the University of Arizona and and MBA with an emphasis in Finances from Pepperdine University. Jon is married and has three children.