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",[1103,1105],{"type":129,"attrs":1104},{"color":773},{"type":38},{"text":1107,"type":22,"marks":1108},"Cresset outlines quantitative and qualitative review processes for investment managers and strategies, along with ongoing oversight once investments are selected.",[1109],{"type":129,"attrs":1110},{"color":773},{"text":1112,"type":22,"marks":1113}," ",[1114,1116],{"type":129,"attrs":1115},{"color":773},{"type":38},{"type":836,"content":1118},[1119],{"type":18,"attrs":1120,"content":1121},{"textAlign":34},[1122,1128],{"text":1123,"type":22,"marks":1124},"Broad family office service scope for complex needs: ",[1125,1127],{"type":129,"attrs":1126},{"color":773},{"type":38},{"text":1129,"type":22,"marks":1130},"Family office services that extend beyond portfolio management, including coordination around tax strategy, estate planning, trust services, liquidity and exit planning, and family governance.",[1131],{"type":129,"attrs":1132},{"color":773},{"type":18,"attrs":1134,"content":1135},{"textAlign":34},[1136],{"text":1137,"type":22,"marks":1138},"Cons of Cresset Capital:",[1139,1141],{"type":129,"attrs":1140},{"color":773},{"type":38},{"type":833,"content":1143},[1144,1160,1176],{"type":836,"content":1145},[1146],{"type":18,"attrs":1147,"content":1148},{"textAlign":34},[1149,1155],{"text":1150,"type":22,"marks":1151},"High minimum annual advisory fee: ",[1152,1154],{"type":129,"attrs":1153},{"color":773},{"type":38},{"text":1156,"type":22,"marks":1157},"Cresset generally requires a minimum annual fee of $25,000, regardless of account size. This structure may make the service less accessible to investors with smaller portfolios or simpler needs.",[1158],{"type":129,"attrs":1159},{"color":773},{"type":836,"content":1161},[1162],{"type":18,"attrs":1163,"content":1164},{"textAlign":34},[1165,1171],{"text":1166,"type":22,"marks":1167},"Fees are on a client-by-client basis: ",[1168,1170],{"type":129,"attrs":1169},{"color":773},{"type":38},{"text":1172,"type":22,"marks":1173},"Advisory fees vary based on factors such as relationship complexity, services provided, and assets involved, making total costs difficult to evaluate.",[1174],{"type":129,"attrs":1175},{"color":773},{"type":836,"content":1177},[1178],{"type":18,"attrs":1179,"content":1180},{"textAlign":34},[1181,1187],{"text":1182,"type":22,"marks":1183},"Built for UHNW and multi-generational complexity: ",[1184,1186],{"type":129,"attrs":1185},{"color":773},{"type":38},{"text":1188,"type":22,"marks":1189},"Its private wealth management service for UHNW and multi-generational families, with portfolios that may span public and private markets and include a wide range of investment structures. This level of complexity may be unnecessary for investors seeking simpler, more standardized portfolio solutions.",[1190],{"type":129,"attrs":1191},{"color":773},{"type":764,"attrs":1193,"content":1194},{"level":766,"textAlign":34},[1195],{"text":1196,"type":22,"marks":1197},"Cresset Capital fees: How much does Cresset Capital cost?",[1198,1200],{"type":129,"attrs":1199},{"color":773},{"type":38},{"type":18,"attrs":1202,"content":1203},{"textAlign":34},[1204],{"text":1205,"type":22,"marks":1206},"Cresset’s fees are negotiated on a client-by-client basis, but its standard disclosures show an asset-based advisory fee schedule that generally ranges from 0.60% to 1.25% annually, with a minimum fee equal to the lesser of $25,000 or 2.00% of managed assets.",[1207],{"type":129,"attrs":1208},{"color":773},{"type":18,"attrs":1210,"content":1211},{"textAlign":34},[1212],{"text":1213,"type":22,"marks":1214},"Fees are typically billed quarterly, and clients may also incur additional costs such as third-party manager fees, private fund fees/expenses, custody and transaction-related costs.",[1215],{"type":129,"attrs":1216},{"color":773},{"type":18,"attrs":1218,"content":1219},{"textAlign":34},[1220],{"text":1221,"type":22,"marks":1222},"Core investment advisory fee 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assets (FMV)\tTop-tier annualized rate\tWaterfall annualized rate",{"type":18,"attrs":1255,"content":1256},{"textAlign":34},[1257],{"text":1258,"type":22},"$0 to $5 million\t1.25%\t1.25%",{"type":18,"attrs":1260,"content":1261},{"textAlign":34},[1262],{"text":1263,"type":22},"$5 million to $10 million\t1.10%\t0.90%",{"type":18,"attrs":1265,"content":1266},{"textAlign":34},[1267],{"text":1268,"type":22},"$10 million to $25 million\t0.90%\t0.80%",{"type":18,"attrs":1270,"content":1271},{"textAlign":34},[1272],{"text":1273,"type":22},"$25 million to $50 million\t0.80%\t0.70%",{"type":18,"attrs":1275,"content":1276},{"textAlign":34},[1277],{"text":1278,"type":22},"$50+ million\t0.70%\t0.60%","10",{"_uid":1281,"data":1282,"component":1225},"a57a9e16-cc2b-4c0b-8e7e-15fe0a4e8eb2",{"type":15,"content":1283},[1284,1298,1307,1315,1377],{"type":18,"attrs":1285,"content":1286},{"textAlign":34},[1287,1293],{"text":1288,"type":22,"marks":1289},"Minimum fee:",[1290,1292],{"type":129,"attrs":1291},{"color":773},{"type":38},{"text":1294,"type":22,"marks":1295}," The lesser of $25,000 or 2.00% of managed assets",[1296],{"type":129,"attrs":1297},{"color":773},{"type":18,"attrs":1299,"content":1300},{"textAlign":34},[1301],{"text":1302,"type":22,"marks":1303},"Other fees and costs you may pay:",[1304,1306],{"type":129,"attrs":1305},{"color":773},{"type":38},{"type":18,"attrs":1308,"content":1309},{"textAlign":34},[1310],{"text":1311,"type":22,"marks":1312},"Except for accounts enrolled in Cresset’s wrap fee program, clients generally bear the costs and expenses associated with holding investments, such as:",[1313],{"type":129,"attrs":1314},{"color":773},{"type":833,"content":1316},[1317,1327,1337,1347,1357,1367],{"type":836,"content":1318},[1319],{"type":18,"attrs":1320,"content":1321},{"textAlign":34},[1322],{"text":1323,"type":22,"marks":1324},"Custodial fees",[1325],{"type":129,"attrs":1326},{"color":773},{"type":836,"content":1328},[1329],{"type":18,"attrs":1330,"content":1331},{"textAlign":34},[1332],{"text":1333,"type":22,"marks":1334},"Independent manager fees (if using a third-party money manager)",[1335],{"type":129,"attrs":1336},{"color":773},{"type":836,"content":1338},[1339],{"type":18,"attrs":1340,"content":1341},{"textAlign":34},[1342],{"text":1343,"type":22,"marks":1344},"Brokerage fees",[1345],{"type":129,"attrs":1346},{"color":773},{"type":836,"content":1348},[1349],{"type":18,"attrs":1350,"content":1351},{"textAlign":34},[1352],{"text":1353,"type":22,"marks":1354},"Mutual fund and ETF fees and expenses",[1355],{"type":129,"attrs":1356},{"color":773},{"type":836,"content":1358},[1359],{"type":18,"attrs":1360,"content":1361},{"textAlign":34},[1362],{"text":1363,"type":22,"marks":1364},"Applicable transaction fees and other related costs and expenses",[1365],{"type":129,"attrs":1366},{"color":773},{"type":836,"content":1368},[1369],{"type":18,"attrs":1370,"content":1371},{"textAlign":34},[1372],{"text":1373,"type":22,"marks":1374},"Wrap fee program exception",[1375],{"type":129,"attrs":1376},{"color":773},{"type":18,"attrs":1378,"content":1379},{"textAlign":34},[1380],{"text":1381,"type":22,"marks":1382},"Fees for planning, consulting, and family office work:",[1383,1385],{"type":129,"attrs":1384},{"color":773},{"type":38},{"_uid":1387,"caption":12,"content":1388,"component":1246,"show_search":543,"paste_content":1402,"number_of_rows":1279,"show_pagination":543,"hide_heading_row":543,"search_placeholder":12,"first_col_to_headings":543},"b271aa6b-730f-4159-98ef-9d5225e4ea78",{"tbody":1389,"thead":1397,"fieldtype":1245},[1390],{"_uid":1391,"body":1392,"component":1238},"e2554a57-284a-4123-81ca-729699fa899c",[1393,1395],{"_uid":1394,"value":12,"component":1235},"9ea37882-af7c-421b-a061-731741965220",{"_uid":1396,"value":12,"component":1235},"982c035c-911c-43c1-aa3d-c5e50c49fae5",[1398,1400],{"_uid":1399,"value":12,"component":1242},"da097963-1f92-4833-b87f-01304754ff8f",{"_uid":1401,"value":12,"component":1242},"6807dcf2-3327-46b5-bb02-e4306640792d",{"type":15,"content":1403},[1404,1409,1414,1419],{"type":18,"attrs":1405,"content":1406},{"textAlign":34},[1407],{"text":1408,"type":22},"Service type\tTypical fee approach described",{"type":18,"attrs":1410,"content":1411},{"textAlign":34},[1412],{"text":1413,"type":22},"Financial planning\tFixed/flat fee, may be invoiced up to 50% on engagement execution, with the balance typically invoiced upon completion",{"type":18,"attrs":1415,"content":1416},{"textAlign":34},[1417],{"text":1418,"type":22},"Consulting\tFixed/flat, project-based, or asset-based fee arrangements",{"type":18,"attrs":1420,"content":1421},{"textAlign":34},[1422],{"text":1423,"type":22},"Family office services\tProvided through a CFO for a fee generally payable quarterly; fees are negotiated.",{"_uid":1425,"data":1426,"component":1225},"f02829c9-c3fe-447d-a5b9-f09b2cdc47d0",{"type":15,"content":1427},[1428,1437,1445,1453,1461],{"type":764,"attrs":1429,"content":1430},{"level":766,"textAlign":34},[1431],{"text":1432,"type":22,"marks":1433},"What is Cresset Capital’s minimum account size?",[1434,1436],{"type":129,"attrs":1435},{"color":773},{"type":38},{"type":18,"attrs":1438,"content":1439},{"textAlign":34},[1440],{"text":1441,"type":22,"marks":1442},"Cresset does not disclose a single universal minimum account size for its advisory relationship. ",[1443],{"type":129,"attrs":1444},{"color":773},{"type":18,"attrs":1446,"content":1447},{"textAlign":34},[1448],{"text":1449,"type":22,"marks":1450},"Instead, the closest stated baseline is a minimum annual advisory fee. ",[1451],{"type":129,"attrs":1452},{"color":773},{"type":18,"attrs":1454,"content":1455},{"textAlign":34},[1456],{"text":1457,"type":22,"marks":1458},"Certain operational thresholds and third-party minimums can also affect how and when services are implemented.",[1459],{"type":129,"attrs":1460},{"color":773},{"type":18,"attrs":1462,"content":1463},{"textAlign":34},[1464],{"text":1465,"type":22,"marks":1466},"Minimums and 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stated)",{"type":18,"attrs":1494,"content":1495},{"textAlign":34},[1496],{"text":1497,"type":22},"Minimum annual advisory fee\tLesser of $25,000 or 2.00%",{"type":18,"attrs":1499,"content":1500},{"textAlign":34},[1501],{"text":1502,"type":22},"Initial billing proration trigger\t$100,000+ net cash flow transfer",{"type":18,"attrs":1504,"content":1505},{"textAlign":34},[1506],{"text":1507,"type":22},"Third-party manager minimums (if used)\tVaries",{"_uid":1509,"data":1510,"component":1225},"eebd580f-aa36-448d-9900-60c95da51937",{"type":15,"content":1511},[1512,1521,1529,1537,1619,1627,1693,1702,1710,1718,1770,1778,1850,1859,1867,1875,1884,1934,1942,1951,1959,1967,2019,2028,2036,2044,2052,2061],{"type":764,"attrs":1513,"content":1514},{"level":766,"textAlign":34},[1515],{"text":1516,"type":22,"marks":1517},"Who should choose Cresset Capital?",[1518,1520],{"type":129,"attrs":1519},{"color":773},{"type":38},{"type":18,"attrs":1522,"content":1523},{"textAlign":34},[1524],{"text":1525,"type":22,"marks":1526},"Cresset Capital is designed for clients with complex financial lives, multi-entity structures, or multi-generational planning needs.",[1527],{"type":129,"attrs":1528},{"color":773},{"type":18,"attrs":1530,"content":1531},{"textAlign":34},[1532],{"text":1533,"type":22,"marks":1534},"Cresset Capital works well for:",[1535],{"type":129,"attrs":1536},{"color":773},{"type":833,"content":1538},[1539,1555,1571,1587,1603],{"type":836,"content":1540},[1541],{"type":18,"attrs":1542,"content":1543},{"textAlign":34},[1544,1550],{"text":1545,"type":22,"marks":1546},"UHNW and multi-generational families: ",[1547,1549],{"type":129,"attrs":1548},{"color":773},{"type":38},{"text":1551,"type":22,"marks":1552},"The firm positions its private wealth management for families seeking long-term wealth preservation and growth across generations, often involving coordinated planning beyond portfolio management.",[1553],{"type":129,"attrs":1554},{"color":773},{"type":836,"content":1556},[1557],{"type":18,"attrs":1558,"content":1559},{"textAlign":34},[1560,1566],{"text":1561,"type":22,"marks":1562},"Clients who value a high-touch, advisor-led relationship: ",[1563,1565],{"type":129,"attrs":1564},{"color":773},{"type":38},{"text":1567,"type":22,"marks":1568},"Investors who prefer working closely with an advisory team, rather than relying on automated tools, may find Cresset’s model more aligned with their expectations.",[1569],{"type":129,"attrs":1570},{"color":773},{"type":836,"content":1572},[1573],{"type":18,"attrs":1574,"content":1575},{"textAlign":34},[1576,1582],{"text":1577,"type":22,"marks":1578},"Investors with complex portfolios and planning needs: ",[1579,1581],{"type":129,"attrs":1580},{"color":773},{"type":38},{"text":1583,"type":22,"marks":1584},"Those with needs spanning public and private investments, tax coordination, estate and trust considerations, liquidity events, or business transitions are more likely to benefit from Cresset’s integrated approach.",[1585],{"type":129,"attrs":1586},{"color":773},{"type":836,"content":1588},[1589],{"type":18,"attrs":1590,"content":1591},{"textAlign":34},[1592,1598],{"text":1593,"type":22,"marks":1594},"Founders and executives preparing for liquidity or transition events: ",[1595,1597],{"type":129,"attrs":1596},{"color":773},{"type":38},{"text":1599,"type":22,"marks":1600},"The firm highlights services around liquidity planning, exit planning, and wealth strategy coordination, which may appeal to clients navigating significant financial milestones.",[1601],{"type":129,"attrs":1602},{"color":773},{"type":836,"content":1604},[1605],{"type":18,"attrs":1606,"content":1607},{"textAlign":34},[1608,1614],{"text":1609,"type":22,"marks":1610},"Clients comfortable with negotiated, premium pricing: ",[1611,1613],{"type":129,"attrs":1612},{"color":773},{"type":38},{"text":1615,"type":22,"marks":1616},"Investors who understand and accept customized fee arrangements may be better aligned with Cresset’s service structure.",[1617],{"type":129,"attrs":1618},{"color":773},{"type":18,"attrs":1620,"content":1621},{"textAlign":34},[1622],{"text":1623,"type":22,"marks":1624},"Who might not benefit as much:",[1625],{"type":129,"attrs":1626},{"color":773},{"type":833,"content":1628},[1629,1645,1661,1677],{"type":836,"content":1630},[1631],{"type":18,"attrs":1632,"content":1633},{"textAlign":34},[1634,1640],{"text":1635,"type":22,"marks":1636},"Investors with straightforward or lower-balance needs: ",[1637,1639],{"type":129,"attrs":1638},{"color":773},{"type":38},{"text":1641,"type":22,"marks":1642},"Those seeking simple portfolio management or low-cost automated investing may find Cresset’s minimum fees and service depth more than they require.",[1643],{"type":129,"attrs":1644},{"color":773},{"type":836,"content":1646},[1647],{"type":18,"attrs":1648,"content":1649},{"textAlign":34},[1650,1656],{"text":1651,"type":22,"marks":1652},"Cost-sensitive investors looking for standardized pricing: ",[1653,1655],{"type":129,"attrs":1654},{"color":773},{"type":38},{"text":1657,"type":22,"marks":1658},"Clients who prefer clearly defined, low-fee schedules without negotiation may find Cresset’s customized pricing less predictable.",[1659],{"type":129,"attrs":1660},{"color":773},{"type":836,"content":1662},[1663],{"type":18,"attrs":1664,"content":1665},{"textAlign":34},[1666,1672],{"text":1667,"type":22,"marks":1668},"Hands-on or self-directed investors: ",[1669,1671],{"type":129,"attrs":1670},{"color":773},{"type":38},{"text":1673,"type":22,"marks":1674},"Investors who want to actively trade, select individual securities, or manage portfolios independently may not find Cresset’s advisor-led model a good fit.",[1675],{"type":129,"attrs":1676},{"color":773},{"type":836,"content":1678},[1679],{"type":18,"attrs":1680,"content":1681},{"textAlign":34},[1682,1688],{"text":1683,"type":22,"marks":1684},"Those seeking digital-first or robo-advisor tools: ",[1685,1687],{"type":129,"attrs":1686},{"color":773},{"type":38},{"text":1689,"type":22,"marks":1690},"Cresset does not position its service as a digital or automated platform, which may limit appeal for investors prioritizing app-based, self-service investing.",[1691],{"type":129,"attrs":1692},{"color":773},{"type":764,"attrs":1694,"content":1695},{"level":766,"textAlign":34},[1696],{"text":1697,"type":22,"marks":1698},"Cresset Capital: Is it secure?",[1699,1701],{"type":129,"attrs":1700},{"color":773},{"type":38},{"type":18,"attrs":1703,"content":1704},{"textAlign":34},[1705],{"text":1706,"type":22,"marks":1707},"Cresset Capital operates under a regulated RIA model and is 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