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
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
Arash is an Investment Advisor Representative (IAR) of Spire Wealth Management, operating under DBA Corbett Road since 2007. He is also an IAR and portfolio manager at CRCM, an SEC Registered Investment Advisor affiliated with SIP, since 2019, and these activities occur during business hours.