CMC offers investment management and financial planning. Business exits, tax-aware decisions, and family legacy matters may be addressed as planning topics, subject to the scope agreed with each client.
Advisory Work for
Real Client Decisions.
CMC provides investment management and financial planning. Planning topics and deliverables depend on the written scope of each engagement.
Portfolio management may include asset allocation, diversification, security selection, monitoring, and rebalancing based on the client's objectives and risk profile.
Where relevant, CMC considers tax consequences and coordinates with the client's tax advisers. Investment management fees use the asset-based schedule below.
Standalone financial planning is available at $150–$300 per hour. The scope and fee estimate are agreed in writing before work begins.
Financial planning for investment management clients is included in the advisory fee at no additional charge. Topics may include business exits, tax-aware decisions, cash flow, retirement, and family legacy matters, subject to the agreed scope.
Investment management uses the asset-based schedule below. The applicable annual rate applies to the entire account balance. Fees are billed monthly in advance using the account value on the last business day of the prior month.
Crescent Meridian Capital LLC is compensated for advisory services through asset-based fees and/or hourly fees for financial planning services. The firm does not accept commissions or other forms of transaction-based compensation for advisory services.
The firm does not receive commissions or product-based compensation in connection with advisory services.
Standalone financial planning - $150 to $300 per hour.
Investment management generally requires a minimum account size of $500,000. CMC may waive or adjust this minimum on a case-by-case basis at its discretion.
The applicable annual rate applies to the entire account balance. Investment management fees are billed monthly in advance using the prior month-end account value. Financial planning for investment management clients is included in the advisory fee at no additional charge.
Ask About FeesThis calculator is for illustration only. The applicable annual rate is applied to the entire assets under management balance. Fees are billed monthly in advance using the account value on the last business day of the prior month. Fees may be negotiable as described in CMC's Form ADV brochure. Custodial, brokerage, fund, transaction, and other third-party fees may apply.
The right starting point depends on whether your immediate concern is liquidity planning, portfolio structure, tax awareness, or broader family coordination.