Timothy Crawford
Timothy Crawford is a CFP, ChFC-designated registered investment advisor at Tim Crawford CPA, based in Bridgeport, MI, with 31 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 178 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tim Crawford CPA directs clients to Asset Mark, a third-party investment advisor. The total annual fee for this service is up to 2.2% of your portfolio. This fee is split between Tim Crawford CPA and Asset Mark, with Tim Crawford CPA receiving up to 1.0% and Asset Mark receiving up to 1.2%.
Location
6340 Junction Rd, Bridgeport, MI, 48722
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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 ActivitiesSells Insurance
Timothy is the president of Tim Crawford, CPA, PC, focusing on tax preparation and accounting, dedicating nearly full-time hours to this role. He also sells life insurance and annuities and owns a mini storage rental business, dedicating a few hours per week to the rental business.
Employment History
Current Registrations
Tim Crawford CPA
Previous Registrations
Gwn Securities INC.
Gwn Securities INC.Broker
Lincoln InvestmentBroker
Lincoln Investment Planning, INC
Centaurus Financial, INC.Broker
Eq Financial Consultants, INC.Broker
The Equitable Life Assurance Society of the United StatesBroker
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.