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Michael Crego

33 Years of Experience
St. Louis, MO
1 DisclosureBroker

Michael Crego is a registered investment advisor at Benjamin F. Edwards & Company, Incorporated, based in St. Louis, MO, with 33 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 30,126 clients with $16B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
488 advisors
Number of Clients
30,126 clients
Average Client Portfolio
$520K average
Assets Under Management
$15.7B

Fee Structure

Minimum Annual Fee:$125

BFE offers investment management through various programs. The fees are calculated as a percentage of the value of your account. The total fee you pay covers BFE's advisory services and, if applicable, the fees for portfolio management services. The maximum total fee is 2.50% annually, but BFE reserves the right to increase the total fee by five percent per calendar year. There is a minimum annual fee of $125 that applies to all BFE investment advisory accounts. Fees are negotiable and are charged quarterly in advance based on the average daily asset value of your account from the previous quarter.

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Location

One North Brentwood Blvd, Suite 850, St. Louis, MO, 63105

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History

Regulatory History (1)
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Customer Dispute
November 1996
Settled
Other Business Activities

Michael owns 26.67% of Big Spoon Holdings, Inc., a real estate investment company, but spends no time on it. He is also a Donor-Advisor for the American Endowment Foundation, directing grants to charities and spending minimal time on this activity.

Employment History
Current Registrations
Benjamin F. Edwards & Company, Incorporated
October 2013 - Present · 12 yrs 7 mos
Benjamin F. Edwards & Company, INC.Broker
October 2013 - Present · 12 yrs 7 mos
Previous Registrations
Wells Fargo Advisors, LLC
January 2008 - October 2013 · 5 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2008 - October 2013 · 5 yrs 9 mos
A. G. Edwards & Sons, INC.
July 2003 - January 2008 · 4 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
August 1992 - January 2008 · 15 yrs 5 mos
State Registrations32 states
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AdvisorBrokerBoth

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
No exam information available for this advisor.