How does the advisor help clients – Key Takeaways:
As a financial expert, CREST WEALTH ADVISORS LLC offers comprehensive financial planning services to help clients achieve their financial goals. CREST WEALTH ADVISORS LLC helps clients develop personalized financial plans based on their unique circumstances and risk tolerance, and regularly reviews and adjusts these plans to ensure long-term success. CREST WEALTH ADVISORS LLC also provides investment management services and can assist with estate planning and tax planning.
Facts and Insights
Based in New York City, CREST WEALTH ADVISORS LLC has been in business for over 20 years, establishing a reputation for providing high-quality financial advice and personalized service to its clients. The firm has an experienced team of financial advisors who have extensive knowledge and expertise in various financial fields, such as retirement planning, wealth management, and tax planning.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 10 | 20 years |
Financial Services Offered
CREST WEALTH ADVISORS LLC offers a wide range of financial services to cater to the diverse needs of its clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Risk management
Client Types
CREST WEALTH ADVISORS LLC works with a diverse group of clients, including individuals, families, and small businesses. The firm tailors its services to meet the specific needs and objectives of each client, ensuring a personalized and effective approach.
Fees & Compensation
CREST WEALTH ADVISORS LLC charges a fee based on a percentage of assets under management for its investment management services. The firm may also charge hourly or flat fees for other financial services, such as financial planning. CREST WEALTH ADVISORS LLC is a fee-only firm, meaning it does not receive commissions or other forms of compensation for selling financial products. This ensures that their advice is solely focused on the best interests of the client.
Background
CREST WEALTH ADVISORS LLC was founded in 2000 by a team of financial experts who shared a common vision of providing exceptional financial planning and wealth management services to clients. The firm has since grown and established itself as a leading provider of financial services, earning the trust and loyalty of its clients.
Financial Advisor Disclosures to Know
As per the Securities and Exchange Commission (SEC) regulations, financial advisors are required to disclose any potential conflicts of interest to their clients. CREST WEALTH ADVISORS LLC places a high value on transparency and upholds this requirement by providing clients with all necessary disclosures. Clients can access these disclosures on the firm’s website or by requesting them from their advisor.