Mark Crawford
Mark Crawford is a registered investment advisor at Crawford Asset Management, LLC, based in Glendale, WI, with 27 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 154 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crawford Asset Management's annual investment supervisory services fees are based on a percentage of the value of your portfolio, ranging from 0.05% to 2.50%. The fee depends on the specific investment strategy used.
Here's a breakdown of the fee ranges for different strategies:
- Fixed Income & Equity Dividend Asset Allocation Program: 0.5% to 1% per year
- Balanced & Tactical Asset Allocation Program: 1% to 1.5% per year
- Tactical Asset Allocation Program: 1.5% to 2.5% per year
A minimum of $50,000 is required to use Crawford Asset Management's services, but this may be negotiable.
Location
Glendale, WI
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Regulatory History (13)
Customer Dispute
October 2003Customer Dispute
May 2003Customer Dispute
May 2003Customer Dispute
March 2003Customer Dispute
January 2003Customer Dispute
October 2002Customer Dispute
August 2002Customer Dispute
June 2002Customer Dispute
April 2002Customer Dispute
December 2001Customer Dispute
November 2001Customer Dispute
November 2001Customer Dispute
September 2001Employment History
Current Registrations
Crawford Asset Management, LLC
Previous Registrations
Harmony Asset Management LLC
Qa3 Financial LLC
Wisconsin Asset Management, LLC
State Registrations2 states
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.