Crescendo Capital Management provides investment management services to individuals. Crescendo Capital offers discretionary direct asset management services to advisory clients. Crescendo Capital will establish client investment objectives and tolerance for risk as documented in an Investment Policy Statement. Buy and sell securities on behalf of client to build an investment portfolio according to the client’s Investment Policy Statement. Reallocate client investment portfolio to take advantage of appropriate investment opportunities as they arise.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is negotiated at the time the client signs the investment advisory agreement and is not based on any specific formula, but rather on Crescendo Capital’s view of each client’s individual situation.