Crystal Oculee
Crystal Oculee is a registered investment advisor at Confidence Wealth Management, INC., based in Los Angeles, CA, with 15 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 743 clients with $450M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.75% |
Applies to managed accounts using proprietary models, third-party advisors, or sub-advisers. Managed accounts not using these strategies are charged a flat 0.50% fee. Fees are negotiable.
Fee Estimator
Location
10940 Wilshire Blvd, Suite 600, Los Angeles, CA, 90024
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Crystal is the CFO and a licensed insurance agent of Confidence Wealth & Insurance Solutions LLC, dedicating about 70% of her time to this role. She is also a public speaker and author providing financial planning advice, which takes about 10% of her time.
Employment History
Current Registrations
Confidence Wealth Management, INC.
State Registrations2 states
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
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