Crew Capital Management, LTD. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee

$10,000⁠-⁠$25,000/yr

“CCM may also provide Portfolio Management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Crew Capital Management, LTD. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fee can be deducted from the client’s account or billed directly to the client.”
• “Upon termination of the Investment Advisory Agreement, the client is entitled to a pro rata refund of any prepaid Advisory fees based on the number of days remaining in the month or quarter following termination.”

How Crew Capital Management, LTD.’s fees compare

• Its annual fee of $10,000-$25,000 is above the Ohio median of $5,000. 84% of the 79 other Ohio planners that publish an annual fee charge less.
• 6 of the 9 other planners in Cincinnati that publish an annual fee charge less.

About Crew Capital Management, LTD.

• Firm size: 7 employees.
• Credentials named in the brochure: CPA and CFA.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

203

Employees

7

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$235,415,875

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

125402

Website

linkedin.com/company/crew-capital-management (opens in new tab)

Phone

(513) 245-2620

Can advise clients in 10 states: California, District of Columbia, Florida, Indiana, Kentucky, New Hampshire, Ohio, South Carolina, Tennessee, Texas

Other planners in Cincinnati that publish fees

• 1TaxfinancialCincinnati$300/hr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500
• Ajd WealthCincinnati$500/hr, $30,000
• Benchmark Wealth ManagementCincinnati$500⁠-⁠$50,000/yr
• Daymark Wealth Partners, LLCCincinnati$350/hr, $1,500⁠-⁠$10,000
• Dunphy Wealth Management, Inc.Cincinnati$75⁠-⁠$150/hr, $250⁠-⁠$1,850

Compare all 76 planners in Cincinnati