Overview
- Total Firm Assets
- $1.3 billion
- Average High-Net-Worth Client Portfolio Size
- $0.3 million
- Stated Minimum Account Size
- $100,000
Fee Disclosure
Source: KRISTAL.AI FORM ADV PART 2A (2026-04-13) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $5,000 | 0.50% |
| $5 million | $25,000 | 0.50% |
| $10 million | $50,000 | 0.50% |
| $50 million | $250,000 | 0.50% |
| $100 million | $500,000 | 0.50% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 94.84%
- Number of High-Net-Worth Clients
- 3,520
- Total Client Accounts
- 16,987
- Discretionary Accounts
- 16,987
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 341175
- KRISTAL.AI FORM ADV PART 2A (2026-04-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗