Cresvita Capital offers wealth management, investment management, and financial planning services. As a fee-only firm, Cresvita Capital is only compensated by clients for its services. Wealth management includes both investment management and financial planning. Financial planning can be ongoing or project-based and covers areas like retirement, taxes, insurance, and estate planning. Cresvita Capital primarily advises on stocks, bonds, mutual funds, and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.15% |
For wealth management services (investment management and financial planning), clients with less than $500,000 in assets under management will be charged a subscription fee of $300 per month in addition to the asset-based advisory fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...