White Crest Capital offers ongoing investment management services where they supervise client accounts based on their financial situation, investment goals, and risk tolerance. White Crest Capital monitors the account and provides advice on buying, selling, or holding investments. Clients can impose reasonable restrictions on their accounts. White Crest Capital may manage investments for other clients and give them different advice.
Assets Under Management$11M
Clients8
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$11M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.40% |
| $5M+ | 0.40% |
Fees are negotiable for assets over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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