Crystal Reed is a registered investment advisor at Waterloo Capital, based in Dallas, TX. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,088 clients with $1.7B in assets under management.
Compensation
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Fee Structure
Waterloo Capital offers investment management services for a fee based on the value of your portfolio. The fee includes Waterloo Capital's advisory fee (up to 2%, which is negotiable) and a sub-adviser fee if a sub-adviser platform is used (the sub-adviser's fee is not negotiable). You'll pay this fee quarterly, in advance. Under certain circumstances, clients may be charged $250 per hour for additional services. For clients with assets under management of $2,000,000 or more, the firm will, on a quarterly basis, reduce its next quarterly fee in an amount equal to the transaction-based fees incurred by the client during the preceding quarter.
Location
5999 Summerside Dr., Suite 104, Dallas, TX, 75252
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Waterloo Capital
State Registrations1 state
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