At Crestwyn, we tailor every engagement around your needs—not a one-size-fits-all model. Our fee structures are built to reflect the value we deliver, the complexity of your financial landscape, and the level of collaboration you choose. Explore our core engagement models below.
Early-stage investors, cold-wallet holders, crypto-curious HNWIs
High Net Worth, Ultra High Net Worth individuals
RIAs, family offices, and investment firms
Subtle, trustworthy, and consultative. Matches fiduciary positioning and your hybrid digital-traditional service model.
Objective advice, always in your best interest.
Crestwyn operates as an independent fiduciary—meaning our only priority is helping you make the right decisions for your financial future. There are no hidden agendas, commissions, or product pushes—just transparent, expert-driven guidance tailored to your goals.
Institutional-grade protection for your digital and traditional assets.
We help you navigate the complexities of asset custody—recommending secure wallet setups, reviewing third-party custodians, and advising on best practices for cold storage, encryption, and cyber hygiene to minimize risk.
Clear, consolidated insights into your total portfolio performance.
Whether you’re tracking traditional investments, crypto holdings, or private assets, we guide you in organizing and understanding your performance data across platforms—delivering insights that help drive smarter, more timely decisions.
Bringing together legacy wealth and next-generation opportunities.
Your traditional and digital assets don’t live in silos—and neither should your strategy. We design cohesive portfolio plans that align your equities, fixed income, alternatives, and digital holdings around a unified objective: long-term performance with managed risk.
Whether you’re exploring digital assets or expanding an institutional offering, we’ll help define the advisory structure that best fits your goals.
