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 | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20.0M - $30.0M | 0.65% |
| $30.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees above $50,000,000 are negotiable.
Fee Estimator
Crescent Wealth Advisory charges a fee based on a percentage of assets under management. For assets up to $5,000,000, the annual fee is 1.25%. For assets between $5,000,001 and $10,000,000, the fee is 0.85%. For assets between $10,000,001 and $20,000,000, the fee is 0.75%. For assets between $20,000,001 and $30,000,000, the fee is 0.65%. For assets between $30,000,001 and $50,000,000, the fee is 0.50%. Fees above $50,000,000 are negotiable. The management fee is negotiable depending on individual client circumstances.
Areas of Practice
Advisor Information
Office location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339
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 ActivitiesSells Insurance
Ryan is the North American Key Account Manager at Shell PLC, dedicating full-time hours to sales account management. Ryan is also a licensed insurance agent.