Cru Wealth Management
Assets Under Management
$4.0M
Number of Clients
25
Number of Advisors
1
Average Client AUM
$162K
AUM per Advisor
$4.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cru Wealth Management LLC provides investment management services based on individual client needs, including the use of Third Party Managers. They also offer financial planning services covering various areas like cash flow, college savings, estate planning, and retirement planning. Tax planning and preparation referrals are also available.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Investment management fees are based on a percentage of assets under management, starting at 0.60% for the first $1,000,000. Financial planning is offered on an ongoing basis with an upfront charge of $800 and a quarterly fee of $425, or hourly at $400 per hour. Financial planning fees may be reduced based on AUM and are included in investment management fees once AUM reaches $1,000,000.
Areas of Practice
Location
TX, United States