Kaitlin Krozel
Kaitlin Krozel is a registered investment advisor at Krozel Capital Management, LLC, based in Scottsdale, AZ, with 11 years of industry experience. Kaitlin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 24 clients with $4.3M 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 $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Krozel Capital Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees.
Fee Estimator
Location
6424 E. Greenway Pkwy, Suite 100, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (1)
Regulatory
October 2021Other Business Activities
Kaitlin is the owner and sole proprietor of a tax preparation and accounting business since 2011. She dedicates full-time hours to providing tax preparation services and managing the business's daily activities.
Employment History
Current Registrations
Krozel Capital Management, LLC
Previous Registrations
H.D. Vest Advisory Services, INC
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.