Crystal Mcmahon is a CFP-designated registered investment advisor at Arrowroot Family Office, LLC, based in Tacoma, WA, with 9 years of industry experience. Crystal operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,433 clients with $370M 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 $10.0M | 1.00% |
| $10.0M - $30.0M | 0.90% |
| $30M+ | 0.75% |
In the Adviser’s discretion, accounts may be charged lower rates than stated in the above fee schedule and smaller accounts (under $500,000) may be charged a higher fee rate.
Fee Estimator
Location
950 Broadway Suite M100, Tacoma, WA, 98402
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Crystal is a tax preparer/enrolled agent at Great Life Investing LLC, providing tax preparation services since March 2022. This activity, which is not investment related, takes a few hours per week, including some time during trading hours.
Employment History
Current Registrations
Arrowroot Family Office, LLC
Previous Registrations
Great Life Investing
Kms Financial Services, INC.Broker
Kms Financial Services, INC
UBS Financial Services INC.Broker
UBS Financial Services INC.
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations3 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.