Alpine Crest Private Wealth is a registered investment advisor founded in 2026 and based in Denver, Colorado. Alpine Crest Private Wealth provides personalized investment management and financial planning services to individuals and high net worth families. For investment management, Alpine Crest Private Wealth builds customized portfolios using stocks, bonds, mutual funds, exchange-traded funds, and alternative investments, taking into account each client's specific goals, risk tolerance, and tax situation. Clients can grant Alpine Crest Private Wealth authority to trade on their behalf or choose a non-discretionary arrangement. In addition to portfolio management, Alpine Crest Private Wealth offers ongoing and project-based financial planning covering retirement, cash flow and debt management, college savings, estate planning, insurance, employee benefits, and tax planning strategies. Alpine Crest Private Wealth operates as a fee-only firm, meaning compensation comes solely from client fees rather than commissions on products.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.99% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.70% |
| $15.0M - $30.0M | 0.55% |
| $30M+ | 0.45% |
Fees are negotiable based on asset size, complexity, and scope of services. Household accounts may be aggregated.