Crystal Investment Management

Overview

Crystal Investment Management operates as a sole-proprietorship independent registered investment adviser serving individual and family clients. The firm’s advisory services emphasize financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Its fee model combines a percentage-of-AUM charge with the ability to assess performance-based fees, a structure that can indicate use of incentive-driven strategies or placement into vehicles that carry such fees. The firm is not positioned as an ESG investor, does not act as a pension consultant or multi-state adviser, and is not identified as a capital allocator or related adviser. The business is small and client-focused rather than institutionally oriented.

Assets & Accounts

Investments & Alternatives