Riggs Capital Management, LLC
Assets Under Management
$306.8M
Number of Clients
356
Number of Advisors
N/A
Average Client AUM
$862K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Crow Creek Wealth offers customized investment advisory and comprehensive wealth management solutions through personal client contact and discretionary investment management. They also provide financial planning services covering investment, retirement, education, estate, tax, and insurance planning. The firm maintains an open architecture investment model.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for amounts over $10,000,000.
Fee Estimator
For wealth management services, fees are based on a percentage of assets under management. The first $1,000,000 is billed at 1.25%, the next $2,000,000 at 1.00%, and the next $7,000,000 at 0.75%. Fees for amounts over $10,000,000 are negotiable. Financial planning and consulting services are offered on a fixed fee basis ranging from $1,000 to $100,000, depending on the complexity of the client's circumstances. The minimum account size is $100,000, but smaller accounts may be accepted at the firm's discretion.
Areas of Practice
Location
1112 East 300 North, Suite 200, American Fork, UT, 84003