Crestway Advisory Group provides investment management on a discretionary or non-discretionary basis and retirement planning. The firm's managing member, Ronald Hodges, is also an independent insurance broker affiliated with Crestway Insurance Group, LLC. Crestway Advisory Group does not hold client assets. The firm creates portfolios based on client goals and risk tolerance, potentially including stocks, bonds, ETFs, and mutual funds. They also offer educational courses on Social Security and retirement planning.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Fees are negotiable for accounts over $5,000,000. Fees for employer-sponsored retirement plans range from 0% to 1%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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