A Fee-Only Fiduciary Relationship
At Crest Wealth Advisors, the cost of working together is clear and easy to understand. As a fee-only advisor, we are paid by you, the client. We do not receive commissions or sell any financial products.
Wealth Management
For clients with $300,000 or more in assets under management. Financial planning services included at no additional cost.
Fee Schedule Based on Assets Under Management
Annual Advisory Fee |
Assets Under Management |
0.95% on assets from |
$0 - $1,000,000 |
0.75% on the next |
$1,000,001 - $2,000,000 |
0.60% on the next |
$2,000,001 - $3,000,000 |
0.45% on the next |
$3,000,001 - $4,000,000 |
Wealth Enhancement
For clients with $300,000 or less in assets under management. Management on up to $300,000 included at no additional cost.
Fee Schedule
- Individuals
- Upfront fee: $1,000
- Ongoing monthly fee, starting upon plan delivery: $225
- Couples
- Upfront fee: $1,500
- Ongoing monthly fee, starting upon plan delivery: $275
Wondering If We’re a Good Fit, or Have a Question About Our Fees?
Reach out for a brief conversation — I’m happy to chat.