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Updated September 28, 2026. Quick answer: Cresset Asset Management discloses a tiered schedule starting at 1.25% in its Form ADV Part 2A Brochure (March 27, 2026). Converted to dollars, that runs $10,000 a year on a $500,000 account; see the full table below for $250,000, $1 million and $2 million.
The published numbers
From the Form ADV Part 2A Brochure (March 27, 2026): “The Adviser’s current standard fee schedules are as follows: Top-Tier Fee Waterfall Fee Fair Market Value of Managed Accounts Annualized Rate* Annualized Rate* $0 million to $5 million 1.25% 1.25% … Investment advisory fees that are based on the market value of managed assets could be subject to a minimum annual fee of $25,000 (not to exceed 2.00% annually) in certain circumstances.”
Note: CRD 288566 independently re-verified ACTIVE/isSECRegistered=Y, effective 7/10/2017. AUM $78,936,263,960. The brochure presents parallel Top-Tier and Waterfall columns with no worked example distinguishing marginal vs whole-balance mechanics anywhere in the document; both columns are identical (1.25%) in the $0-5M band covering all four target balances, so the ambiguity is moot for this page’s numbers.
- $0 million to $5 million (Top-Tier and Waterfall, identical in this band): 1.25%
- $5 million to $10 million: 1.10% (Top-Tier) / 0.90% (Waterfall)
- $10 million to $25 million: 0.90% (Top-Tier) / 0.80% (Waterfall)
- $25 million to $50 million: 0.80% (Top-Tier) / 0.70% (Waterfall)
- $50+ million: 0.70% (Top-Tier) / 0.60% (Waterfall)
Minimum annual fee: $25,000.
What you would pay
| Account balance | Annual fee (dollars) | Effective rate |
|---|---|---|
| $250,000 | $5,000 | 2.00% |
| $500,000 | $10,000 | 2.00% |
| $1,000,000 | $20,000 | 2.00% |
| $2,000,000 | $25,000 | 1.25% |
Cresset’s Top-Tier and Waterfall schedules are identical (1.25%) across the $0-$5,000,000 band, which covers all four benchmark balances, so the marginal-vs-whole-balance ambiguity between the two named columns does not affect this page’s figures. The brochure’s own stated minimum fee, the lesser of $25,000 or 2.00% of managed assets, is applied as a floor: it dominates the computed percentage fee at $250,000, $500,000 and $1,000,000, and exactly equals it at $2,000,000.
How this compares
Our benchmark of published adviser fee schedules puts the weighted median annual cost near $2,000 to $2,500 on $250,000 (the benchmark). At $500,000, Cresset Asset Management’s own published rate runs $10,000 a year.
Comparing Cresset Asset Management against a full move? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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- Form ADV Part 2A Brochure (March 27, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1029832
- SEC Investment Adviser Public Disclosure, Cresset Asset Management, LLC (CRD #288566): https://adviserinfo.sec.gov/firm/summary/288566
- Cresset Asset Management, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/288566/PDF/288566.pdf
Methodology. This page was built September 28, 2026, drawing on Cresset Asset Management’s own SEC-filed disclosure and, where cited, its published fee schedule, with sources linked above; any figure we could not independently confirm this session is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
Thinking about leaving Cresset Asset Management instead of pricing what you would pay to stay? See what it costs to leave, or read the general mechanics of switching financial advisors.
Weighing whether to move ahead? Read the full Cresset Asset Management review.
Is Cresset Asset Management a fiduciary? See what its own Form CRS says, and how that compares to what you would pay.
What does it take to open an account? See Cresset Asset Management’s minimum investment, straight from its own Form ADV Part 2A brochure.
Comparing Cresset Asset Management against other options? See Cresset Asset Management alternatives, including a lower-fee full-service firm, a flat-fee route and a robo/hybrid.
How does this compare? See the annual fee on $500,000 at 165 advisory firms, each from the firm’s own filing.