Cresscila Wealth Management provides financial planning and portfolio management services tailored to individual client goals. Financial planning covers areas like goal assessment, cash flow analysis, retirement modeling, education funding, and insurance needs. The firm offers Standard and Premier levels of ongoing financial planning and portfolio management, with Premier including tax and estate-aware guidance, advanced planning projects, and business owner support. Cresscila Wealth Management generally limits its investment advice to mutual funds and ETFs.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Cresscila Wealth Management offers ongoing financial planning and portfolio management services at fixed annual fees:
- Standard Level: $6,000 per year, includes annual plan review, ongoing monitoring, on-demand planning conversations, four annual review meetings, and unlimited email support.
- Premier Level: $12,000 per year, includes all Standard level services plus tax-aware guidance, estate-aware guidance, advanced tax and planning projects, business owner support, and life events/major projects support.
These fees are negotiable.
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