Cresta Advisors provides investment advice and financial services to individuals, high net worth individuals, trusts, estates, corporations, endowments, non-profits, and small businesses. Cresta offers a wrap program where clients pay a single fee for both investment advisory and brokerage services. Cresta also provides ERISA retirement plan services for plan sponsors. If it's in the client's best interest, Cresta may recommend annuity products.
Fee Structure
Cresta Advisors offers a wrap fee program where you pay a single fee for investment management and trade execution. The fee is not based on the number of trades, but on the size of your account. The fee includes the cost of executing transactions, but does not cover SEC transaction fees. The fee is 1.5% or lower for asset allocation profiled and 0.65% or lower for fixed income profiled. Please see the wrap fee brochure for additional details.