Stefanie Crowe
Stefanie Crowe is a CFP-designated registered investment advisor at Equita Financial Network, INC., based in Fort Washington, PA, with 13 years of industry experience. Stefanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 453 clients with $410M 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 | 2.50% |
| $250K - $500K | 2.25% |
| $500K - $1.5M | 2.00% |
| $1.5M+ | 1.50% |
Fees are negotiable. Client fees when using a sub-adviser will not exceed 3% of assets under management.
Fee Estimator
Contact
Stefanie Crowe
Location
500 Office Center Drive, Suite 400, Fort Washington, PA, 19034
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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 Activities
Stefanie is the co-founder and general partner of The Jump Fund, an angel capital investment fund focusing on female-led ventures. She began this activity in 2013 and spends minimal time on it, focusing on raising capital, oversight, funding startups, and managing investor relations.
Employment History
Current Registrations
Equita Financial Network, INC.
Previous Registrations
Stone Bridge Asset Management, LLC
Banc of America Investment Services, INC.
Banc of America Investment Services, 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