Mark Crowe
Mark Crowe is a registered investment advisor at Crowe Financial Group LLC, based in Hillsboro, OH, with 19 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 284 clients with $16M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.50% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. For accounts held at Interactive Brokers, fees will be charged a daily fee.
Fee Estimator
Location
128 North High Street, Hillsboro, OH, 45133
Get directionsHistory
Regulatory History (2)
Customer Dispute
January 2021Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Mark is an investment advisor representative and insurance agent doing business as Crowe Financial Group, dedicating full-time hours to sales and service. Mark also owns Crowe Farms, a non-investment related farming business.
Employment History
Current Registrations
Crowe Financial Group LLC
Previous Registrations
Woodbury Financial Services, INC.
Securities America Advisors, INC.
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.