Alberto Crespo is a registered investment advisor at Crespo Capital LLC, based in Jacksonville, FL, with 9 years of industry experience. Alberto operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 56 clients with $21M 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 $100K | 0.95% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Location
7643 Gate Pkwy, Ste 104-804, Jacksonville, FL, 33132
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Crespo Capital LLC
State Registrations3 states
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