KC
KC

Kyle Crystal

19 Years of Experience
Colorado Springs, CO

Kyle Crystal is a registered investment advisor at Crystal Capital Advisors, LLC, based in Colorado Springs, CO, with 19 years of industry experience. Kyle 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.

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Other Business Activities

Kyle is the Managing Member and Principal of Eastborough Capital, LLC, a registered Commodity Pool Operator and member of the NFA. He dedicates a few hours per week to compliance, marketing, and vendor oversight for the firm and its related Commodity Pool, Eastborough Investments, LLC.

Employment History
Current Registrations
Crystal Capital Advisors, LLC
May 2006 - Present · 20 yrs
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.