NorthCrest Asset Management provides investment strategies to Wealth Enhancement Advisory Services (WEAS) for the benefit of WEAS' clients. NorthCrest aims to offer investment strategies that may not be broadly available to the retail market and cost-efficient alternatives to existing strategies. NorthCrest builds diversified, low turnover, risk-managed portfolios.
Assets Under Management$2.9B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
NorthCrest does not directly charge fees to clients. Instead, it provides investment strategies to Wealth Enhancement Advisory Services (WEAS), which then charges its clients. NorthCrest may recommend investments in mutual funds or exchange-traded funds, which have their own fees.
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