Geoffrey Delong is a CFA-designated registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 15 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,039 clients with $9.1B 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Rates shown are for balanced and equity-only accounts. Fixed-income-only accounts have a separate schedule: 0.40% on the first $5M, 0.35% on the next $5M, and 0.30% on amounts above $10M. Fees may be negotiable for larger accounts.
Fee Estimator
Location
600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339
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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 →Employment History
Current Registrations
Crawford Investment Counsel 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.
Exams
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