TrueAdvisor
TrueAdvisor
KH
KH

Kayla Christine Hammen

Crestwood Advisors
10 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
Crestwood Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,140 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$7.0B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
Minimum Annual Fee:$10,000

Location

One Liberty Square, Suite 500, Boston, MA, 02109

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Crestwood Advisors
November 2018 - Present · 7 yrs 3 mos
Previous Registrations
Bainco International Investors LLC
December 2016 - October 2018 · 1 yr 10 mos
Newbury Street Capital Limited PartnershipBroker
December 2014 - December 2016 · 2 yrs
State Registrations2 states
GAMA
Advisor
Exams
No exam information available for this advisor.