Crest Private Wealth provides ongoing portfolio management based on individual client goals and risk tolerance. They create an Investment Policy Statement for each client. CPWL also offers financial planning services covering investment planning, insurance, tax concerns, retirement, college, and debt/credit planning. CPWL may provide advisory services through programs sponsored by LPL Financial LLC.
Assets Under Management$11M
Clients4
Advisors1
Avg. per Client$2.7M
Avg. per Advisor$11M
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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