Towercrest Capital Management

Towercrest Capital Management at a glance

• One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
• 1 advisor is listed here, who holds the CFA.
• Its Form ADV reports 1 employee and 83 individual clients, 42 of them high net worth.
• Its average account is about $491,000 (assets it manages divided by its 1,461 accounts).

Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania

Facts

Towercrest Capital Management fees

Towercrest Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Curtis Snyder

  CFA