Advisor at Crespo Capital LLC
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Firm
Crespo Capital LLC
Location
Jacksonville, FL 33132
Credentials
Series 65
Industry experience
9 years
Alberto Crespo is the sole advisor at Crespo Capital LLC in Jacksonville, FL, holding a Series 65 designation with nine years of industry experience. His work history includes two separate one-year periods at the University of Miami prior to and during the early years of Crespo Capital. Crespo Capital provides discretionary portfolio management and financial planning services to individual and high-net-worth clients, employing a combination of fundamental, quantitative, and technical analysis. The firm uses a variety of investment strategies, including active use of derivatives and options, and conducts regular portfolio reviews while accommodating client-imposed restrictions.
Based on Crespo Capital LLC
Financial planning fixed fees ranging from $200 to $1,500 per plan
$0 - $100,000: 0.95% $100,000 - $250,000: 0.90% $250,000 - $500,000: 0.85% $500,000 - $750,000: 0.80% $750,000 - $1,000,000: 0.75% $1,000,000 - $2,500,000: 0.70% $2,500,000 - $5,000,000: 0.65% $5,000,000 - $7,500,000: 0.60% $7,500,000 - $10,000,000: 0.55% $10,000,000+: 0.50%
$200 per hour billed in 15-minute increments
Fee-only: Fixed fees for financial planning ranging from $200 to $1,500 per plan; Hourly fees at $200 per hour
7643 Gate Pkwy, Ste 104 804
Jacksonville, FL 33132
Florida · Puerto Rico · Texas
University of Miami
2017 - 2018 (1 year)
Crespo Capital LLC
2016 - Present (10 years)
University of Miami
2015 - 2016 (1 year)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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