Alan Kirchner
Alan Kirchner is a registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 30 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,120 clients with $8.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee schedule is for balanced and equity only accounts. The minimum account value is $2,000,000. The annual fee schedule for fixed income only accounts is: First $5,000,000: 0.40%, Next $5,000,000: 0.35%, Balance above $10,000,000: 0.30%. The minimum account value is $5,000,000 for fixed income only accounts. Certain legacy relationships may have a different fee schedule. In programs where account minimums have been reduced, the fee may be higher to reflect a lower account value. When a lower minimum account value is offered, a minimum annual fee may be assessed quarterly.
Fee Estimator
Location
600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339
Get directionsHistory
Regulatory History (2)
Regulatory
July 2015Customer Dispute
May 1985Employment History
Current Registrations
Crawford Investment Counsel INC
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Quest Capital Strategies, INC.Broker
Morgan Keegan & Company, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.