Crystal Capital Management Corporation
Crystal Capital Management Corp. (CCMC) offers personalized financial planning and investment management services. CCMC provides advice on various financial matters, including financial objectives, cash flow, tax planning, insurance, education funding, retirement planning, and estate planning. Investment advice is an integral part of financial planning. CCMC does not receive commissions for purchasing or selling stocks, bonds, mutual funds or limited partnerships and is not affiliated with entities that sell financial products or securities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
CCMC may charge a lesser fee based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with clients, etc.).