Crespo Capital LLC provides ongoing portfolio management based on each client's goals, risk tolerance, and time horizon. They create an investment policy statement and may use model portfolios. Crespo Capital also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. They primarily advise on fixed income, equities, ETFs, and commodities.
Assets Under Management$21M
Clients56
Advisors1
Avg. per Client$380K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.95% |
| $100K - $250K | 0.90% |
| $250K - $500K | 0.85% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.75% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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