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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 0.90% |
| $25.0M - $50.0M | 0.80% |
| $50M+ | 0.70% |
Minimum Fee is the lesser of $25,000 or 2.00% of Managed Assets. Fees may be negotiable at the discretion of the Adviser.
Fee Estimator
Cresset's advisory fees are generally based on the market value of assets under management and are billed quarterly. The standard fee schedule ranges from 1.25% to 0.60% annually, depending on the amount of assets managed. A minimum annual fee of $25,000 (not to exceed 2.00% annually) may apply in certain circumstances. Fees are negotiable. Financial planning and consulting services are generally provided for a fixed or flat fee. Family office services are offered through CFO for a separate fee. Retirement plan advisory fees range up to 2% annually.
Areas of Practice
Advisor Information
Office location
101 California Street, Suite 4200, San Francisco, CA, 94111
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.
Learn about disclosures →Other Business Activities
Andrew is listed as the first successor trustee for a friend's trust account. This activity is not investment-related.