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 | 1.20% |
| $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
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
Advisor Information
Office location
650 S. Main Street, Suite 777, Salt Lake City, UT, 84101
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
Cade volunteers for the Crewe Cup, a charity golf tournament, spending minimal time organizing the event. He also occasionally works as a Romanian translator for Utah Courts and Hospitals, dedicating minimal time to this activity.