Designed to help your money grow

Questions about our pricing:

• How are the fees taken from my account?

  Fees are taken right from your Crestwood Capital Management Investing account at the end of each month. No action is required on your part, and we'll never charge fees if you don't have a balance. Our fees are calculated based on your daily balance of assets under management and assessed monthly, and add up to $4/month or 0.25% annually for investing accounts, 1% for crypto investing accounts, and 0.65% for our Premium plan.  
   
  If a client’s account exclusively consists of mutual funds, due to small price fluctuations in mutual funds that may occur on the transaction date, Crestwood Capital Management will accrue any fees over- or under-assessed and apply the difference to adjust the following period’s fee.

• Are there discounts if I hold a high balance?

  Yes. For the portion of your household balance above $2M, you'll receive a 0.10% discount on Crestwood Capital Management's management fee, including funds held in your crypto account. For Digital investing, you'll pay just 0.15% for the portion of your balance above $2M. For Premium investing, you'll pay 0.30% for the portion of your balance above $2M. For Crypto Investing, you'll pay 0.90% for the portion of your balance in crypto assets above $2M. Note that HSA, 401(k), Cash Reserve, and Checking balances are excluded from the $2M total balance discount. 

• What counts toward the minimum balance for Premium?

  The minimum balance requirement for the Premium plan is based on your combined balance across taxable, Crypto, IRA, and HSA assets.

  If you have a 401(k) through an employer plan with Crestwood Capital Management for Business, an account with a third-party advisor through our Crestwood Capital Management for Advisors platform, a Cash Reserve, or checking
  account those accounts are also not included in your minimum balance requirement and are subject to separate fee schedules.

• Are there fees on deposits, withdrawals, or ETFs?

  Crestwood Capital Management will construct your portfolio with ETFs, a type of security that generally tracks a broad-market stock or bond index but trades like a stock on a listed exchange, and these ETFs have embedded fund fees. Crestwood Capital Management's fund selection methodology aims to keep these costs as low as possible, and the dividends paid and reflected in your account's statement already take into account the deduction of these fees by the fund. Crestwood Capital Management does not receive any portion of these fund fees and these fees are in addition to our management fees ($4/month, 0.25% annually for Digital, and 0.65% annually for Premium). We charge a flat fee of $75 for each investing account transfer out of Crestwood Capital Management. There is no fee to withdraw funds to your linked checking account. You are not charged any additional trading or deposit fees.

• Does it cost more to get additional help if I need it?

  Our Customer Support Team is available at no additional cost to help you with any technical or account management questions. Members of our Customer Support Team are not investment adviser representatives and are not licensed to give financial advice. Customers looking to transfer investments to Crestwood Capital Management have access to our dedicated transfer specialist team. If you're exploring moving $100K or more to Crestwood Capital Management and would like to understand your options, get advice on account set up, and ultimately have dedicated support throughout the transfer process, we offer complimentary access to our Licensed Concierge team.

  For more in-depth financial advice, you can purchase flat-fee advice packages with our team of CFP^® professionals, for a one-time fee of $299-$399. An advice package can be especially useful if you're looking to build a financial plan but do not have the $100K minimum balance for our Premium Plan. Each advice package includes a tailored call and a personalized action plan and educational content.