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At Creveling & Creveling, we assess a single, transparent quarterly fee to cover our entire breadth of services. We work as a fee-only advisory firm because it is the only model that truly allows us as advisors to act in your best interest, free from any pressure or incentive to recommend products or advice to the contrary. Our compensation structure is designed to:
- Remove conflicts of interest
- Encourage a holistic approach
- Provide transparency
- Encourage continuous dialogue
- Focus on implementing recommendations
- Support the ongoing nature of financial planning and investment management
There are no hidden fees, commissions, or lock-in periods, and we do not receive compensation from any product or service provider.
Fees for private wealth advisory services are charged as a percentage of investable assets subject to a quarterly minimum. Fees start at 1.0% annually and decline at various break points. Fees for hourly planning services are assessed at our hourly rate or a mutually agreed project rate. For more information on our service and fees, please contact us to set up a complimentary get-acquainted meeting.
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