Crest Wealth Advisors (CWA) manages investment portfolios based on clients' individual needs, goals, and risk tolerance. CWA also offers comprehensive financial planning with ongoing support for a monthly fee, and project-based financial planning services covering various topics like retirement, college savings, and estate planning. CWA also manages held away accounts.
Assets Under Management$96M
Clients75
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3.0M - $4.0M | 0.45% |
| $4M+ | 0.45% |
Fees are negotiable for accounts over $4,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
