Crystal Rock Capital Management manages investments for the Crystal Rock Fund and separately managed accounts. They focus on publicly traded equities, aiming for long-term growth through individual stock selection and a concentrated portfolio. They may also invest in non-U.S. companies or securities convertible to equity. Crystal Rock's investment decisions are made collaboratively by its investment professionals.
Assets Under Management$200M
Clients1
AdvisorsN/A
Avg. per Client$200M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.50% |
| $10M+ | 1.00% |
Crystal Rock may waive or reduce the management fee with respect to any or all investors in the Fund or for a Managed Account client. In addition to a fee “breakpoint” for investments larger than $10 million, Crystal Rock reserves the right to negotiate fee structures for other sizeable investors or clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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