Crown Wealth Group LLC

Crown Wealth Group LLC is an independent Registered Investment Advisory firm established in April 2018 and approved since January 2019. The firm offers discretionary and non-discretionary portfolio management services tailored to individual client goals, risk tolerance, and time horizon. Investment decisions are made in accordance with fiduciary duties, ensuring fair and equitable treatment for all clients. Services include ongoing financial planning, generational wealth planning, real estate management, lifestyle services, wealth transfer strategies, and executive compensation planning. The firm's investment philosophy is goals-based, with a focus on long-term trading to capture market rates of return and risk. Clients have the option to impose restrictions on investments based on personal values or beliefs. Crown Wealth Group LLC charges an annual fee ranging from 1.00% to 1.75% of assets under management, with fees paid directly from client accounts. The firm does not accept performance-based fees and acts as a fiduciary, placing clients' interests first. Clients receive regular reports on their accounts and financial plans, with reviews conducted quarterly or semi-annually by the firm's management team. Crown Wealth Group LLC does not compensate non-advisory personnel for client referrals and does not accept voting authority for client securities. The firm has no financial conditions impairing its ability to meet client commitments and has not filed for bankruptcy in the past ten years.