RC
RC

Romello Crowell

1 Year of Experience
Tarzana, CA

Romello Crowell is a registered investment advisor at Manhattan West Asset Management, LLC, based in Tarzana, CA, with 1 years of industry experience. Romello 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 9 more. Their firm serves 383 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
383 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$1.2B

Fee Structure

Minimum Investment:$3M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Non-wrap account fees range from 0.25% to 2% annually, depending on account complexity and asset size. Fees are subject to the firm's discretion.

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

Tarzana, CA

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Romello is an NBA agent and a business manager for Antimatter. Neither firm is investment-related.

Employment History
Current Registrations
Manhattan West Asset Management, LLC
March 2024 - Present · 2 yrs 7 mos
State Registrations1 state
CA
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.
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