Advisor at Accrescent Capital Management LLC
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Firm
Accrescent Capital Management LLC
Location
Oxnard, CA
Credentials
Series 66
Industry experience
19 years
Natalie Mueller is a financial advisor at Accrescent Capital Management LLC in Oxnard, CA, holding a Series 66 designation with 19 years of industry experience. She has been with Accrescent Capital Management since 2012. Accrescent Capital Management provides discretionary investment advisory services primarily to individual clients across a variety of securities, employing multiple investment styles and strategies, including the use of derivatives and hedging techniques.
Based on Accrescent Capital Management LLC
1.5% annually (0.375% per quarter)
May be charged for certain high net worth clients; currently no accounts charged performance fees
Account minimum: $500,000
Oxnard, CA
California
Accrescent Capital Management, Llc
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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