Crestwood Advisors Group is a registered investment advisor headquartered in Boston, Massachusetts, with additional offices in Connecticut, Rhode Island, and Colorado. The firm offers comprehensive investment management and wealth advisory services tailored to high-net-worth individuals, families, foundations, and endowments. Crestwood designs globally diversified portfolios utilizing a combination of fundamental analysis, individual equity and debt securities, exchange-traded funds, mutual funds, and options, while also coordinating with clients' tax, trust, and estate professionals. In addition to core portfolio management, Crestwood provides ongoing financial planning, retirement projections, and access to third-party credit, cash management, and insurance solutions through affiliate networks. The firm acts as a fiduciary for its clients, focusing on long-term risk-adjusted returns and tax-efficient strategies.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Most client agreements specify a fee rate starting at 1%. Fees are negotiable and vary based on portfolio value, strategy, and complexity. Legacy clients pay various historical rates.