Towercrest Capital Management provides investment management and financial planning services. They manage diversified portfolios using exchange-traded funds (ETFs) based on a client's objectives, time horizon, and risk tolerance. Financial planning may include net worth analysis, tax planning, estate planning, risk management, and retirement planning. Towercrest also offers consulting services regarding non-investment related financial matters on a stand-alone fee basis.
Assets Under Management$720M
Clients84
Advisors1
Avg. per Client$8.5M
Avg. per Advisor$720M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Lower fees may be negotiated at Towercrest’s discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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