Kellie Crewse is a registered investment advisor at True North Advisors, LLC, based in Dallas, TX, with 16 years of industry experience. Kellie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 1,068 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees range from 0.25% to 1.50% of assets under management and vary from client to client. Fees are negotiable.
Fee Estimator
Location
3131 Turtle Creek, Suite 1300, Dallas, TX, 75219
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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 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
Previous Registrations
J.P. Morgan Securities LLCBroker
State Registrations1 state
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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