Your capital,actively traded.

We operate on a straightforward management fee of 75 basis points (0.75%) per annum on net assets, assessed quarterly. There are no performance fees across our core strategies. We believe this alignment avoids incentivising excessive risk. Separately managed account arrangements for institutional clients may carry bespoke fee schedules.

All client assets are held in custody at State Street Global Advisors (primary custodian) and BNY Mellon (sub-custodian), both of which are SIPC-member institutions. Landercrestwealth never takes direct custody of client assets. Daily reconciliation reports are available through our secure client portal.

Risk management is embedded at every level — from position sizing and factor exposure at the security level, to portfolio-level scenario analysis and tail-risk hedging. Our Risk Committee, chaired by an independent CRO, reviews all positions weekly and has full authority to override portfolio managers. We publish a quarterly Risk Transparency Report to all clients.

Yes. All clients have access to our institutional-grade portal, providing real-time portfolio valuation, transaction history, tax documents, and detailed performance attribution. The portal is accessible via OTP-secured login and is SOC 2 Type II compliant. Mobile access is available on iOS and Android.

Subscriptions and redemptions are processed on a quarterly basis with 45 days' written notice, except for our Capital Shield strategy which accommodates monthly liquidity with 30 days' notice. All instructions must be submitted through authenticated channels. Our client relations team will walk you through the entire process.