Crystal Cove Asset Management (CCAM) provides portfolio management, investment analysis, and financial planning services to individuals, high net worth individuals, foundations, and institutions. CCAM offers ongoing portfolio management services based on client objectives, time horizon, and risk tolerance. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. CCAM generally limits its investment advice to equities, tactical fixed income, ETFs, mutual funds, and derivatives.
Assets Under Management$90M
Clients76
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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