Crystal Coast Wealth Advisors (CCWAL) provides ongoing portfolio management based on your goals, risk tolerance, and time horizon. They create a plan to select a portfolio that fits your specific situation. CCWAL also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. CCWAL generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products including annuities, equities, ETFs, treasury inflation protected/inflation linked bonds, non-U.S. securities and private placements.
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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.85% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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