Crewe Advisors

Crewe Advisors, established in December 2014, offers portfolio management services tailored to individual client goals, risk tolerance, and time horizons. The firm's investment strategies include fundamental, technical, and quantitative analysis, with a focus on long-term and short-term trading, short sales, margin transactions, and options trading. Clients have discretion over publicly-traded securities, while CA may recommend private funds with client consent to mitigate conflicts of interest. The firm charges asset-based fees ranging from 0.90% to 1.20% for portfolio management, with a minimum portfolio size of $2,000,000. Financial planning services are available for fixed fees or hourly rates. CA acts as a fiduciary, prioritizing client interests in rollovers and investment decisions. The firm discloses affiliations with related entities and potential conflicts of interest, such as receiving economic benefits from custodians and soft-dollar arrangements. CA reviews client accounts quarterly, provides detailed reports, and offers proxy voting services. The firm does not accept performance-based fees and has no disciplinary history. Clients have investment discretion, and CA does not participate in wrap fee programs. The brochure does not mention a minimum initial investment amount. For more information, visit www.crewe.com.