Rs Crum INC.
Assets Under Management
$617.0M
Number of Clients
319
Number of Advisors
5
Average Client AUM
$1.9M
AUM per Advisor
$123.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
RS Crum, Inc. provides investment management, financial planning, and business consulting services on a fee-only basis. They serve individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages investments primarily on a discretionary basis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may be discounted based on various factors.
Fee Estimator
RS Crum, Inc. charges an annual fee based on a tiered percentage of your assets under management. The standard fee schedule is 1.0% on the first $1 million, 0.75% on assets between $1 million and $5 million, 0.50% on assets between $5 million and $10 million, and 0.25% on assets over $10 million. The effective AUM rates range from 0.4% to 1.00% annually. Fees are negotiable and may be discounted based on various factors. Accounts may also be subject to a minimum quarterly fee.
Areas of Practice
Location
4 Upper Newport Plaza Drive, Suite 201, Newport Beach, CA, 92660