Bryan Crawford
Bryan Crawford is a registered investment advisor at Charles Schwab & CO., INC., based in Carmel, CA, with 36 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
100 Clock Tower Place, Suite100, Carmel, CA, 93923-8771
Get directionsHistory
Regulatory History (2)
Customer Dispute
August 2009Customer Dispute
April 2008Other Business Activities
Bryan is the President of Old Church Place Homeowners Association, attending meetings and voting on necessary repairs, dedicating about 10-20% of his time. Bryan also co-owns a rental property with his brother, managed by MacNamara Realty.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Fidelity Brokerage Services, INC.Broker
State Registrations25 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.