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| Eagle's Crest Advisors LLC
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| CRD # | 335252 |
| SEC # | 801-132362 |
| CIK # | |
| AUM | 65.3 M (2026-06-30) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 646-627-6030 |
| Address | 75 Prospect St, Suite 402C Huntington, NY 11743 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (6/30/2026) [Brochure] |
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Item 5: Fees and Compensation
A. Fees Charged
Investment Advisory Services
All investment management clients will be required to execute an Investment Advisory Agreement that will
describe the type of management services to be provided and the fees, among other items.
Investment Management Account Fee Schedule
Total Assets Under Management Advisory Fee
$0–$3,000,000 1.00%
$3,000,001–$5,000,000 0.80%
$5,000,001–$7,500,000 0.60%
$7,500,001–$10,000,000 0.40%
$10,000,001+ 0.30%
Fixed Income/Cash Management Account Fee Schedule
Total Assets Under Management Advisory Fee
$0–$2,000,000 0.55%
$2,000,001–$5,000,000 0.45%
$5,000,001–$10,000,000 0.35%
$10,000,001+ 0.25%
The fee range stated is a guide. Fees are negotiable, and may be higher or lower than this range, based on the
nature of the account. Factors affecting fee percentages include the size of the account, complexity of asset
structures, and other factors. Please note that same or similar services may be available for a lower cost from
other investment advisers. Accounts holding only alternative investments will be charged a fixed rate of
1.00%.
Financial Planning Services
Financial Planning services on a standalone basis are billed on an hourly basis ranging between $150 and $500
per hour. The total fee is calculated by the number of hours times the hourly rate of the team member providing
the service. Planning services may also be provided on a flat fee basis negotiated prior to providing the service.
Full payment is due upon presentation of the plan.
Retirement Plan Consulting
Fees shall be 1.0% per annum of the market value of the plan’s assets managed or advised on by Eagle’s Crest.
The fee range stated is a guide. Fees are negotiable, and may be higher or lower than this range, based on the
nature of the account. Factors affecting fee percentages include the size of the plan, complexity of asset
structures, and other factors.
B. Fee Payment
Investment Advisory Services
Investment Advisory fees will generally be debited directly from each client’s account. As of the date of this
brochure, the advisory fees may be paid monthly, in arrears, and the fees shall be calculated monthly using
an average of the daily balance in the client's account throughout the billing period, after taking into account
deposits and withdrawals, for purposes of determining the market value of the assets upon which the advisory
fee is based.
Clients whose fees are directly debited will provide written authorization to debit advisory fees from their
accounts held by a qualified custodian chosen by the client. The client will also receive a statement from their
account custodian showing all transactions in their account, including the fee.
Retirement plan fees also may be paid monthly, in arrears, and the fees shall be calculated monthly using an
average of the daily balance of the plan’s assets throughout the billing period for purposes of determining the
market value of the plan assets upon which the fee is based. The plan sponsor will receive an invoice from
Eagle’s Crest showing all transactions, including the fee.
C. Other Fees
There are a number of other fees that can be associated with holding and investing in securities. You will be
responsible for fees including transaction fees for the purchase or sale of a mutual fund or Exchange Traded
Fund, or commissions for the purchase or sale of a stock. Expenses of a fund will not be included in
management fees, as they are deducted from the value of the shares by the mutual fund manager. For
complete discussion of expenses related to each mutual fund, you should read a copy of the prospectus issued
by that fund. Eagle’s Crest can provide or direct you to a copy of the prospectus for any fund that we
recommend to you. Eagle’s Crest may utilize external money managers, exchange traded funds, mutual funds
and other investment options. These investment options have related expenses which are not included in the
advisory fee.
Please make sure to read Item 12 of this informational brochure, where we discuss broker-dealer and custodial
issues.
D. Pro-rata Fees
If you become a client during a billing cycle you will pay a management fee for the number of days left in that
cycle. You may terminate the Investment Management Agreement by providing written notice to Eagle’s
Crest Once your notice of termination is received, we will charge the fee through the date of transfer of your
assets. Eagle’s Crest will cease to perform services, including processing trades and distributions, upon
termination. Assets not transferred from terminated accounts within 30 (thirty) days of termination may be
“de-linked”, meaning they will no longer be visible to Eagle’s Crest and will become a retail account with
the custodian.
E. Compensation for the Sale of Securities
This item is not applicable. Eagle’s Crest does not receive any commissions or fees from investment product
providers or custodians. Its sole source of income is from fees paid by clients. |
| Account Minimums and Types of Clients — Form ADV Part 2A (6/30/2026) [Brochure] |
|---|
Item 7: Types of Clients
Clients advised may include individuals, families, retirement accounts, trusts, foundations, and corporations.
Eagle’s Crest requires each client seeking investment management services to place at least $500,000 with
us. We may waive this account minimum under certain circumstances, in our discretion. |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 2.7 |
| (b) Individuals (high net worth individuals) | 21 | 59.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 3.4 |
| (n) Other | 0 | 0.0 |
| Total | 204 | 65.3 |
| By Discretionary | ||
| Discretionary | 204 | 65.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 204 | 65.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 65.3 | |
| Total | 204 | 65.3 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Watchstone Wealth Management LLC
✚
|
66.8 M | |
|
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|
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|
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|
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|
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|
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|
Rosci Lamb LLC
✚
|
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|
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✚
|
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|
SMP Financial Planning LLC
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|
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|
Serenity Capital Advisors Inc
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|
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