Crewe Advisors
Assets Under Management
$2.5B
Number of Clients
652
Number of Advisors
24
Average Client AUM
$3.9M
AUM per Advisor
$104.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Crewe Advisors offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning services covering investment, insurance, tax, retirement, college, and debt/credit planning. They may direct clients to separately managed accounts and advise a private fund.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiated. CA charges an annual advisory fee of 0.25% on certain accounts held by the Crewe Endowment Foundation.
Fee Estimator
Crewe Advisors charges an annual fee based on assets under management. Financial planning fees are negotiated, ranging from $6,000 to $150,000 for fixed-rate plans and $250 to $500 per hour for hourly services. The firm requires a minimum of $2,000,000 for Investment Portfolio Management, which may be waived at their discretion. Clients may also incur third-party fees.
Areas of Practice
Location
650 S. Main Street, Suite 700, Salt Lake City, UT, 84101