Crescendo Wealth Group LLC is a registered investment advisor based in San Antonio, Texas, founded in April 2024 and led by Jeremiah Sanchez. Crescendo offers ongoing portfolio management tailored to each client's specific goals, time horizon, and risk tolerance. The firm creates a personalized investment policy statement for every client and employs various analysis methods including cyclical analysis, fundamental analysis, modern portfolio theory, and quantitative analysis. Crescendo primarily uses mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, and exchange-traded funds. Additionally, the firm provides pension consulting services to employee benefit plans and can direct clients to third-party investment advisors. Crescendo operates with a fiduciary duty to act in the best interest of its retirement and individual clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Pension consulting services are charged at 0.75% annually on all assets. Third-party adviser selection involves additional fees.