Cristata Wealth Solutions offers customized portfolio management services designed around each client's specific goals and objectives. Cristata Wealth Solutions crafts a tailored asset allocation strategy using a mix of equity securities, fixed income, certificates of deposit, mutual funds, municipal securities, options contracts, and U.S. government securities. The firm employs a long-term investment approach while utilizing various analysis methods, including charting, cyclical, fundamental, and technical research. Clients can set reasonable investment restrictions, and accounts may be managed on a discretionary basis—meaning Cristata Wealth Solutions makes trades without prior consultation—or on a non-discretionary basis where clients must approve recommendations beforehand. In addition to managing portfolios, Cristata Wealth Solutions reviews assets where trading authorization is not granted. The firm primarily recommends Charles Schwab & Company as a custodian for client accounts through its participation in their institutional platform.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Charges generally do not exceed 1.00% annually on the first $1,000,000. Fees for assets above $1,000,000 are lower and negotiable based on factors such as account numbers, total assets, discretion, and complexity.