Crew Capital Management, Ltd.
Assets Under Management
$216.4M
Number of Clients
274
Number of Advisors
8
Average Client AUM
$790K
AUM per Advisor
$27.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Crew Capital Management (CCM) offers investment counsel and portfolio management on a fee-only basis. They gather investor profile data to select suitable investments and asset allocations. CCM also works with clients to implement investment programs sub-managed by third-party money managers. Standalone financial planning services are available for an hourly or flat fee. CCM also provides third-party investment advisory diligence and oversight for private placement life insurance companies under the name Insurance Diligence Solutions (IDS).
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500. CCM reserves the right to negotiate a client-specific fee schedule.
Fee Estimator
CCM charges fees based on a percentage of assets under management. The minimum fee per quarter is $500. For clients receiving investment management services, there is no separate financial planning fee. CCM may negotiate a client-specific fee schedule or provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided. IDS traditionally charges 0.25% for its service.
Areas of Practice
Location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209