Crg Wealth, LLC
Assets Under Management
$3.1M
Number of Clients
7
Number of Advisors
2
Average Client AUM
$442K
AUM per Advisor
$1.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CRG Wealth, LLC offers portfolio management services based on client goals, objectives, time horizon, and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. They also offer pension consulting and financial planning services, including retirement, college, and debt planning. CRG Wealth uses various methods of analysis, including charting, fundamental, and quantitative analysis.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $250K | 1.75% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
CRG Wealth charges an annual fee based on your portfolio size (see rates in table). These fees are negotiable. Clients are also responsible for third-party fees such as custodian and brokerage fees. Financial planning fees are charged hourly at $150-$500 per hour or monthly at $49-$300. Pension consulting plans are $150 per hour. Performance-based fees are also charged for some accounts. CRG Wealth may direct clients to third-party investment advisors and be compensated via a fee share.
Areas of Practice
Location
3225 Mcleod Drive, Suite 101, Las Vegas, NV, 89121