Crewe Advisors Fees & Minimum

Overview

Headquarters: Salt Lake City, UT
Total Firm Assets: $3.1 billion
Average High-Net-Worth Client Portfolio Size: $5.5 million
Stated Minimum Account Size: $2,000,000

Fee Disclosure

Source: CREWE ADVISORS FORM ADV PART 2A BROCHURE (2026-07-17) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$1,000,000	1.20%
$1,000,001	$5,000,000	1.00%
$5,000,001	and above	0.90%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	Below minimum client size
$5 million	$52,000	1.04%
$10 million	$97,000	0.97%
$50 million	$457,000	0.91%
$100 million	$907,000	0.91%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 55.00%
Number of High-Net-Worth Clients: 303
Total Client Accounts: 1,985
Discretionary Accounts: 1,973
Non-Discretionary Accounts: 12

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection

Regulatory Filings

SEC CRD Number: 173920

CREWE ADVISORS FORM ADV PART 2A BROCHURE (2026-07-17) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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Crewe Advisors