Crestview Wealth Management offers investment advice tailored to clients' needs and objectives. They review client goals, recommend asset allocation strategies, and prepare written investment strategies. Crestview may recommend third-party money managers to manage client assets. They provide discretionary investment advisory services through managed account programs.
Assets Under Management$33M
Clients40
Advisors2
Avg. per Client$820K
Avg. per Advisor$16M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.5M | 1.25% |
| $1.5M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable at Crestview Wealth Management's discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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