Wealth management
Invest with guidance, or take the wheel
Crest Wealth manages $182 billion for households, foundations and business owners. Choose a managed portfolio, trade on your own, or blend the two.
- $0 commission on stocks and ETFs
- Portfolios built from 12 asset classes
- CFP® professionals in all 50 states
- Consolidated reporting across all accounts
Which approach fits you?
Guided Investing
Answer a 6-question risk assessment and we build a diversified portfolio of low-cost ETFs, rebalanced automatically and monitored daily. 0.30% annual advisory fee.
Side by side
Guided Investing vs Self-Directed Trading
| Feature | Guided Investing | Self-Directed |
|---|---|---|
| Account minimum | $500 | $0 |
| Advisory fee | 0.30% annually | None |
| Stock & ETF commissions | Included | $0 |
| Automatic rebalancing | ||
| Tax-loss harvesting | ||
| Choose individual securities | ||
| Options & futures trading | ||
| Dedicated CFP® consultations | Unlimited | On request |
Model portfolios
Historical target allocations
| Portfolio | Stocks | Bonds | Cash | 10-yr avg. return |
|---|---|---|---|---|
| Conservative | 25% | 65% | 10% | 4.9% |
| Moderate | 50% | 45% | 5% | 6.8% |
| Balanced growth | 70% | 27% | 3% | 8.1% |
| Growth | 85% | 13% | 2% | 9.3% |
| Aggressive growth | 97% | 0% | 3% | 10.4% |
Past performance does not guarantee future results. Investments are not deposit-insured and may lose value.
Included with every account
Advice is never an upsell
CFP® access
Schedule a video consultation at no extra cost.
Goal tracking
Progress views for retirement, education and home goals.
Tax coordination
Asset location and harvesting across taxable accounts.
Talk with an Crest advisor
A 30-minute call is enough to map your goals to a portfolio and tax strategy.