Keith Crenshaw is a registered investment advisor at Crenshaw Capital Management, based in Los Angeles, CA, with 15 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1 clients with $2.9K 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 $5.0M | 1.00% |
| $5.0M - $8.0M | 0.90% |
| $8.0M - $10.0M | 0.75% |
| $10.0M - $15.0M | 0.65% |
| $15M+ | 0.50% |
Fees and account minimums are negotiable depending on the parameters of the assignment and total assets under management. An additional 0.25% is added to each fee amount for all clients who want financial planning services offered in addition to our investment supervisory services.
Fee Estimator
Location
2121 Avenue of the Stars, Suite 800 Pmb 8064, Los Angeles, CA, 90067
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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
Keith is the president and owner of CNS Technology, a computer sales and information technology business, since 2005. He dedicates nearly full-time to maintaining this business, primarily on weekends or evenings after trading hours.
Employment History
Current Registrations
Crenshaw Capital Management
Previous Registrations
Crenshaw Capital Management
State Registrations2 states
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