Alyssa Crews
Alyssa Crews is a CFP-designated registered investment advisor at Silver Oak Wealth Advisors Services, LLC, based in Hamden, CT, with 3 years of industry experience. Alyssa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 142 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee is up to 1.25% of assets under management. Wealth management clients typically pay an annual fixed fee up to $60,000 plus an asset-based fee up to 1.00% on amounts over $1 million. Fees are negotiable under certain circumstances.
Fee Estimator
Location
Hamden, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Silver Oak Wealth Advisors Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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