CJ
CJ

Colin Jennings

13 Years of Experience
Atlanta, GA

Colin Jennings is a registered investment advisor at Crescendo Capital Management, LLC, based in Atlanta, GA, with 13 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fee is negotiated at the time the client signs the investment advisory agreement and is not based on any specific formula, but rather on Crescendo Capital’s view of each client’s individual situation.

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

Atlanta, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Colin works full-time as a Business Operations Manager for CafePress, a company specializing in on-demand printing of digital photos. His duties primarily involve business analytics and reporting for the senior executive team.

Employment History
Current Registrations
Crescendo Capital Management, LLC
November 2012 - Present · 13 yrs 6 mos
State Registrations1 state
GA
Advisor

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.