Wealthcrest Financial Services, LLC
WealthCrest Financial Services offers financial planning and consulting services, including advice on employee benefit programs and administrative tasks related to clients' financial lives. They also provide investment management services, utilizing programs like Cambridge Managed Account Platform (CMAP) and Cambridge WealthPort Wrap (Wealthport). WealthCrest works with individuals, entities, pension and profit-sharing plans, IRAs, and not-for-profit organizations.
Fee Structure
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.