A complete list of active advisors currently associated with Crystal Capital Management Corporation

Warmer can help you find a great advisor at Crystal Capital Management Corporation or one who fits your needs even better.

Crystal Capital Management provides financial planning and investment management to individuals, pension and profit‑sharing plans, and small businesses, offering services that include cash‑flow, tax, retirement, estate planning and hourly planning engagements. The firm primarily serves individual (non‑high‑net‑worth) clients and bills clients by a percentage‑of‑assets model while also facilitating insurance and annuity transactions for which it may receive commissions. Investment portfolios are managed on a non‑discretionary basis, with the firm placing trades only after client approval and often operating under a limited power of attorney to execute those approved trades. The firm emphasizes strategic asset allocation using a core‑and‑satellite framework that favors low‑cost, no‑load mutual funds and ETFs, a passive long‑term buy‑and‑hold orientation, and periodic rebalancing. Distinctive aspects include a combination of fee‑based advisory services with insurance/annuity commission activity and principals who maintain accounting credentials, reflecting an integration of advisory and accounting expertise in client work. It is also notable that, unlike many peers, all managed assets are handled non‑discretionarily, the firm does not vote proxies, and custody and trade execution are left to unaffiliated custodians.

To learn more about the advisors currently working at Crystal Capital Management Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.