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Crystal Durazo

18 Years of Experience
Los Angeles, CA
Broker

Crystal Durazo is a registered investment advisor at Missionsquare Retirement, based in Los Angeles, CA, with 18 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 43,868 clients with $6B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
173 advisors
Number of Clients
43,868 clients
Average Client Portfolio
$136K average
Assets Under Management
$6.0B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $300K0.40%
$300K - $500K0.30%
$500K+0.20%

The standard Managed Accounts Fee Schedule may be waived or discounted by agreement between MissionSquare and your Plan Sponsor. Certain legacy clients of Managed Accounts service pay fees lower than the standard Fee Schedule. If you enroll multiple accounts in Managed Accounts, the lowest Fee Schedule available to you will apply to all of your enrolled Managed Accounts.

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

Los Angeles, CA

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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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Employment History
Current Registrations
Missionsquare Retirement
October 2018 - Present · 7 yrs 7 mos
Missionsquare Wealth ManagementBroker
July 2016 - Present · 9 yrs 10 mos
Missionsquare Wealth Management
July 2016 - Present · 9 yrs 10 mos
Previous Registrations
Prudential Investment Management Services LLCBroker
March 2015 - April 2016 · 1 yr 1 mo
Gwfs Equities, INC.Broker
July 2007 - March 2015 · 7 yrs 8 mos
State Registrations3 states
AZCANV
AdvisorBrokerBoth

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.
Crystal Durazo - Financial Advisor | TrueAdvisor