Patrick Kimmel

WealthCrest Financial Services offers investment management services through Cambridge Managed Account Platform (CMAP) and Cambridge WealthPort. The annual investment management fee generally ranges between 0.45% and 1.20% but will not exceed 2% for CMAP accounts. For WealthPort accounts, the annual fee generally ranges between 1.25% and 1.90% but will not exceed 2.1%. WealthCrest may discount management fees based on factors such as anticipated future earning capacity or the amount of assets to be managed. A one-time set-up fee of up to 1% of the account value may also be charged, but the combined set-up and annual fees will not exceed 3% of assets under management in any year. WealthCrest's management fee may not be appropriate for clients with combined accounts of less than $100,000.