CRESTMONT PRIVATE WEALTH LLC
CRESTMONT PRIVATE WEALTH LLC is a leading financial advisory firm dedicated to providing exceptional wealth management services to its clients. The firm believes in building long-term relationships with its clients based on trust, communication, and a deep understanding of their financial goals and needs. With a team of highly experienced professionals, CRESTMONT PRIVATE WEALTH LLC is committed to providing personalized and comprehensive financial solutions to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive financial solutions
- Builds long-term relationships based on trust and communication
- Deep understanding of clients’ financial goals and needs
- Experienced team of professionals
Facts and Insights
As of December 2020, CRESTMONT PRIVATE WEALTH LLC manages over $1 billion in assets under management. The firm has a team of 35 advisors with an average of over 10 years of experience in the financial industry. With its vast knowledge and expertise, CRESTMONT PRIVATE WEALTH LLC is equipped to handle complex financial situations and provide sound advice to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 35 | 10+ years |
Financial Services Offered
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Business succession planning
- Trust administration
Client Types
- Individuals
- Families
- High net worth individuals
- Small businesses
- Nonprofit organizations
Fees & Compensation
CRESTMONT PRIVATE WEALTH LLC follows a fee-only compensation structure, meaning the firm does not receive commissions or other forms of compensation for recommending certain investments. This ensures that the firm’s interests are aligned with its clients’ interests, and there are no conflicts of interest.
The fee structure is based on a percentage of assets under management, which incentivizes the firm to grow its clients’ portfolios. The exact percentage may vary depending on the size of the portfolio and the services provided.
Background
CRESTMONT PRIVATE WEALTH LLC was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm’s headquarters are located in New York City, with additional offices in Los Angeles and Chicago. Oh behalf of his clients, John and his team have received numerous accolades and recognition for their exceptional financial services.
Financial Advisor Disclosures to Know
As a financial expert, it is important to be aware of any potential conflicts of interest or disclosures from the advisor. In this case, there are no significant disclosures or regulatory actions listed for CRESTMONT PRIVATE WEALTH LLC on their publicly available Form ADV.