Cristata Wealth Solutions provides continuous investment advice and makes investments based on individual client needs. They craft specific asset allocation strategies and investment policies tailored to client goals. Portfolios may include equity, fixed income, mutual funds, and other securities. Cristata Wealth Solutions may manage accounts through Charles Schwab or another qualified custodian selected by the client.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
For assets above $1,000,000, the percentage fee will be lower and is negotiable with client. Negotiable factors used to determine the annual fee include, but are not necessarily limited to, the number of accounts being managed, the amount of assets under management, whether discretionary or non-discretionary authorization is required and the overall complexity of the client's financial situation.