Crescendo Capital Management, LLC

Fee-Only (% of Portfolio)

Crescendo Capital Management is an investment advisory firm founded in 2011 and owned by Colin Jennings. The firm provides discretionary investment management services to individuals and high net worth individuals, building custom portfolios based on each client's specific objectives and risk tolerance. Crescendo Capital focuses on a value investing strategy, seeking to purchase equity and fixed-income securities trading at a discount to their intrinsic value. In addition to portfolio management, advisory services may include general financial consultations covering financial objectives, cash flow management, tax planning, insurance reviews, education funding, and retirement planning. Crescendo Capital does not participate in wrap fee programs and requires clients to hold their assets with independent custodians.

Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fee is negotiable and will not exceed 2% of the client's portfolio valuation. Fees are billed quarterly in advance.

Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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Location

1 Advisors at this firm