Crestwood Advisors Group offers tailored investment and wealth advisory services. They work with clients to determine their risk tolerance, time horizon, and financial goals to create an investment policy statement. Crestwood allocates client assets among various investments, including individual stocks and bonds, exchange-traded funds, and mutual funds. They may also engage external managers for separately managed accounts or recommend private investment funds. Crestwood also provides financial planning and advisory services, including tax and non-investment related functions.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are potentially negotiable and will vary from client to client based on a variety of factors, such as market value of the client’s assets under management, investment strategy, and the nature and/or complexity of the client relationship. Legacy MCT, Catamount, and Endurance clients pay their legacy fee rates, some of which are higher and some of which are lower than Crestwood’s historical fee rates.