wiseradvisor

Crestone Capital, LLC

Tel: 303-442-4447
1048 Pearl Street, Suite 450
Boulder, CO 80302

100% Fiduciary. Always, in all ways.

Crestone Capital, LLC | Financial Advisor in Boulder ,CO

About Crestone Capital, LLC

Crestone Capital, LLC is an independent, multi-family office that delivers wealth management services to an exclusive network of entrepreneurs, business owners and their families.


General Information

Firm Start Year:   1991
No.of Employees:   20-49
Gender:   Female
States Licensed in:   Colorado, Texas, California, Utah
Number of Years with Current Firm:   30
Advisory Services Provided:   Estate Planning & Trusts, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Financial Advice & Consulting, Investment Advice & Management


Services

Investment Types:   Commodities, Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via Email, At your office, At my office, Video Conference, Via Phone, At your home, Our Offices


Firm Information

Assets Managed by Firm:   $3.2B
Assets Managed by Advisor:   $3.5 Billion


Compliance

Registered Investment Advisor:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   $25 Million


Crestone Capital, LLC

Crestone Capital, LLC

Crestone delivers a suite of fully integrated investment management and wealth advisory services to families looking to protect and enhance their wealth and define their unique legacy. With more than 30 years of experience and approximately $3 billion+ in assets under management, we help entrepreneurs, business owners, and their families pursue a better life lived. Consistent with client interests, we are a fee-only advisor that serves our clients as fiduciaries, putting their needs and interests first. 100% Fiduciary. Always, and in all ways."

At the heart of our work is exploration to find the best investment opportunities around the world. But we don't stop there. Our collective network provides us access to the people, ideas, and opportunities that are shaping what's next in capital markets.

CORE VALUES

We are passionate individuals united by a set of values that shape our culture. Living these values with passion and persistence allows us to continually reach for the next level of performance.

Cultivated Relationships Relationships are the foundation of our culture. We have developed deep-rooted trust with one another, clients, investment managers, and our global community. Our network empowers our collective partners. At Crestone, you are part of something remarkable.

Transparent Alignment Our starting point is, What would clients want us to do? We are fiduciaries first, always acting in the best interest of clients. We are transparent and seek to eliminate conflicts of interest. Crestone only wins when clients win.

Think. Solve. Act. We think critically, solve creatively, and act deliberately. We have an innate curiosity to better understand. We are problem solvers who embrace innovation. Vision without action yields no outcome. We drive action to evolve and improve results for clients.

Own it. We make decisions and take action through an owner's lens. This mindset empowers our team to have conviction and be bold. We hold ourselves and each other accountable, because we own the outcome.

Communities Served

Everywhere

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