Crescent Wealth Advisory, LLC
Assets Under Management
$87.5M
Number of Clients
62
Number of Advisors
5
Average Client AUM
$1.4M
AUM per Advisor
$17.5M
Compensation
Fee-Only (AUM)
About This Firm
Crescent Wealth Advisory, LLC offers discretionary and non-discretionary investment management services tailored to clients' needs and objectives. They provide continuous supervision and re-balancing of portfolios. CWA also offers clients the ability to utilize third-party money managers as part of the overall portfolio management program.
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
Location
200 Galleria Parkway Se, Suite 1880, Atlanta, GA, 30339