Hannah Perry is a registered investment advisor at Crestmont Private Wealth LLC, based in Boerne, TX, with 7 years of industry experience. Hannah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 177 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fee schedules are negotiable and may be aggregated on a family basis.
Fee Estimator
Location
604 S. Main, Boerne, TX, 78006
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crestmont Private Wealth LLC
Previous Registrations
Avondale Wealth Management LLC
State Registrations1 state
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