DS
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
24 advisors
Number of Clients
652 clients
Average Client Portfolio
$3.9M average
Assets Under Management
$2.5B
Fee Structure
Minimum Investment:$2M
Financial Planning:Included in AUM fee
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Financial Plan Fee:$6,000 - $150,000
Hourly Rate:$250 - $500/hr
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
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthCharitable Giving
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Advisor Information
Office location
650 S. Main Street, Suite 777, Salt Lake City, UT, 84101
Get directionsRegulatory History (1)
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Employment Separation After Allegations
April 2022Employment History
Current Registrations
Crewe Advisors
April 2023 - Present · 2 yrs 9 mos
Crewe Capital
April 2023 - Present · 2 yrs 9 mos
Crewe CapitalBroker
April 2023 - Present · 2 yrs 9 mos
Previous Registrations
Stonehaven, LLCBroker
July 2022 - April 2023 · 9 mos
Rockefeller Financial LLC Broker
February 2021 - May 2022 · 1 yr 3 mos
Rockefeller Capital Management
February 2021 - May 2022 · 1 yr 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2017 - March 2021 · 3 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
October 2017 - March 2021 · 3 yrs 5 mos
State Registrations5 states
CACONYTXUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.