KC
KC

Kellie Law Crewse

15 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
30 advisors
Number of Clients
921 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$4.5B

Fee Structure

Minimum Investment:$5M
Financial Planning:Included in AUM fee
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Location

3131 Turtle Creek, Suite 1300, Dallas, TX, 75219

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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

Kellie is an employee at Crewse Law Firm, providing commercial litigation representation. She spends minimal time on this activity, primarily making referrals.

Employment History
Current Registrations
True North Advisors, LLC
January 2020 - Present · 6 yrs 1 mo
Previous Registrations
J.P. Morgan Securities LLCBroker
January 2010 - September 2019 · 9 yrs 8 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.