Crystal Capital Partners, LLC

Fee-Only (% of Portfolio)

Crystal Capital Partners provides fund management services to privately placed limited liability companies and offshore investment funds. Crystal performs operational due diligence and makes available consolidated reporting and web-based analytical tools. Portfolio Advisors or investors of self-directed Portfolios make determinations as to the suitability or appropriateness of Other Funds and Managers for any particular Portfolio. Crystal does not assume or accept discretionary authority over any Portfolios.

Assets Under Management$1B
Clients6
AdvisorsN/A
Avg. per Client$170M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Crystal Capital Partners charges an annual management fee ranging from 1% to 1.5% of the assets they manage, depending on the type and size of the portfolio. Fees are accrued monthly and paid quarterly.

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