Crest Financial, LLC offers financial planning and portfolio management services. Financial planning covers budgeting, investments, retirement, college, debt, and special needs planning. Portfolio management involves creating model allocations using ETFs and low-cost index mutual funds based on client goals and risk tolerance. Crest Financial also offers pension consulting services to employee benefit plans. They primarily recommend exchange traded fund portfolios managed passively.
Assets Under Management$45M
Clients53
Advisors1
Avg. per Client$850K
Avg. per Advisor$45M
Fee Structure
Crest Financial offers portfolio management services for a fixed fee between $1,800 and $18,000, or an hourly fee between $300 and $525. The final fee is negotiable based on the client's situation. This service can be canceled with 30 days' notice.
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