Farrcrest Capital LLC

Fee-Only (% of Portfolio)Fixed/Hourly

FarrCrest Capital operates as a private family office focused on the long-term stewardship, governance, and intergenerational continuity of the founding family's wealth. The firm does not offer investment advisory, wealth management, financial planning, or related services to the public or external clients. Its services include portfolio management, family capital oversight, generational and legacy coordination, family governance, philanthropic principles planning, and life and transition preparedness. Portfolios are managed using long-only strategies across equity and fixed-income allocations, emphasizing fundamental research and long-term capital preservation.

Assets Under Management$110M
Clients11
Advisors3
Avg. per Client$10M
Avg. per Advisor$37M

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable based on the client's portfolio value and complexity.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

3 Advisors at this firm

Farrcrest Capital LLC - Fees, AUM & Advisors | TrueAdvisor