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 $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
CRG Wealth charges an annual fee based on your portfolio size (see rates in table). These fees are negotiable. Clients are also responsible for third-party fees such as custodian and brokerage fees. Financial planning fees are charged hourly at $150-$500 per hour or monthly at $49-$300. Pension consulting plans are $150 per hour. Performance-based fees are also charged for some accounts. CRG Wealth may direct clients to third-party investment advisors and be compensated via a fee share.
Areas of Practice
Advisor Information
Office location
3225 Mcleod Drive, Suite 101, Las Vegas, NV, 89121
Get directionsRegulatory 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.
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Jason owns a two-unit building, residing in one unit and renting out the other. The gross rental income is $25,200 annually.