John Crews is a registered investment advisor at Bdc Advisory, LLC, based in Memphis, TN, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 16 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 75.00% |
| $1.0M - $5.0M | 50.00% |
| $5.0M - $10.0M | 35.00% |
| $10M+ | 25.00% |
Fees are negotiable. The fees are quoted based on the total assets in the retirement plan, the total number of participants in the retirement plan and the average participant account balances, and the anticipated frequency of holding participant enrollment meetings and plan reviews.
Fee Estimator
Location
465 Jack Kramer Drive, Suite 2, Memphis, TN, 38117
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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
John is a consultant and administrator at Burleigh Consulting Group, a pension administration and consulting firm, dedicating full-time hours. He is also a partner in BDC Advisory, an investment advisory service involved in retirement plan consulting, spending a few hours per week. Additionally, John is a trustee for the Burleigh Consulting Group Profit Sharing Plan, spending minimal time overseeing its operation.
Employment History
Current Registrations
Bdc Advisory, LLC
Previous Registrations
Kovack Securities INC.Broker
Resource Horizons Group LLCBroker
Wunderlich Securities, INC.Broker
Nbc Capital Markets Group, INC.Broker
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.