NorthCrest Asset Management operates as a registered investment advisor and a wholly owned subsidiary of Wealth Enhancement Group. NorthCrest primarily functions as a sub-advisor to its affiliated registered investment advisor, Wealth Enhancement Advisory Services, providing customized investment strategies across equities and fixed income for the benefit of retail clients. NorthCrest focuses on building broadly diversified, low-turnover, risk-managed portfolios using quantitative screening models and fundamental analysis. Because NorthCrest provides its strategies directly to its affiliate rather than charging individual clients or managing accounts directly, it does not charge advisory fees to individual clients or to its affiliated advisor for its strategies. Clients instead pay management fees to their primary advisor and any underlying investment companies such as mutual funds or exchange-traded funds. NorthCrest manages billions in assets on a discretionary basis and maintains a team of experienced investment professionals.
Fee Structure
NorthCrest Asset Management does not charge any investment management fees to individual clients or to its affiliated advisory firm. Instead, clients pay management fees directly to Wealth Enhancement Advisory Services and any underlying investment products such as mutual funds or exchange-traded funds.