Crestmont Private Wealth provides financial planning and investment management services. Financial planning includes asset allocation, securities recommendations, insurance needs, retirement planning, college planning, and tax planning. Crestmont Private Wealth manages client accounts on a discretionary basis, using models ranging from conservative to ultra-aggressive. They primarily use mutual funds, exchange-traded funds (ETFs), and exchange-listed stocks.
Assets Under Management$300M
Clients177
Advisors3
Avg. per Client$1.7M
Avg. per Advisor$100M
linktr.ee/crestmontprivatewealth ·www.iheart.com/podcast/1300-the-ascent-with-cre... ·www.crestmontpw.com
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fee schedules are negotiable and may be aggregated on a family basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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