Eagle’s Crest Advisors offers wealth management and financial planning services. They gather information about your finances and goals, then create a plan to help you achieve them. They also manage investments, typically with the authority to make trades without asking you first, using stocks, bonds, and mutual funds. They also offer retirement plan consulting for plan sponsors.
Assets Under Management$31M
Clients25
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$31M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Eagle's Crest Advisors manages investments for a fee ranging from 0.75% to 1.50% per year of the value of your portfolio. The exact fee is negotiable and depends on the size and complexity of your account.
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