Crystal Capital Advisors offers investment management services through two active US equity strategies: Long/Short and Long-Only. They also provide a systematic signal provider service to other registered investment advisors. Crystal Capital Advisors provides investment advice on any freely traded public market or security. The firm primarily uses technical/quantitative analysis.
Assets Under Management$11M
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$5.7M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.50% |
Fixed income investments are charged 0.20%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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