TC
TC

Todd Crystal

27 Years of Experience
Colorado Springs, CO

Todd Crystal is a registered investment advisor at Crystal Capital Advisors, LLC, based in Colorado Springs, CO, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$11.4M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $10.0M1.00%
$10.0M - $25.0M0.75%
$25M+0.50%

Fixed income investments are charged 0.20%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Todd is a minority owner of Eastborough Capital, LLC, a Commodity Pool Operator. He is not actively involved in the operations and dedicates minimal time to the business.

Employment History
Current Registrations
Crystal Capital Advisors, LLC
November 2005 - Present · 20 yrs 6 mos
Previous Registrations
Armstrong Shaw Associates INC.
February 1997 - January 2004 · 6 yrs 11 mos
State Registrations3 states
COCTTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Todd Crystal - Financial Advisor | TrueAdvisor