Eagle's Crest Advisors, LLC

Overview

Eagle's Crest Advisors, LLC is an independent, SEC-registered registered investment adviser that serves individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm is structured as an LLC and is owner-operated. Its pricing mixes asset-based fees with hourly and fixed-fee engagements, reflecting a hybrid advice model that can accommodate one-off planning work as well as ongoing discretionary management. Eagle's Crest is not positioned as an ESG specialist, does not act as a pension consultant or a capital allocator, and does not describe itself as a multi-state or related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices