Linda Smith is a registered investment advisor at Crescat Portfolio Management LLC, based in Denver, CO, with 10 years of industry experience. Linda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 147 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiated for institutional accounts and other unique circumstances at the discretion of CPM. This schedule applies to Large Cap Long-Only SMAs. Precious Metals SMAs are charged 2.00% annually.
Fee Estimator
Location
44 Cook Street, Suite 100, Denver, CO, 80206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Crescat Portfolio Management LLC
State Registrations2 states
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