HC
HC

Hubert Crawford

29 Years of Experience
Greenwood Village, CO
Broker

Hubert Crawford is a registered investment advisor at Empower Advisory Group, LLC, based in Greenwood Village, CO, with 29 years of industry experience. Hubert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 250,707 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1613 advisors
Number of Clients
250,707 clients
Average Client Portfolio
$635K average
Assets Under Management
$159.1B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.50%
$100K - $250K0.40%
$250K - $400K0.30%
$400K+0.20%

EAG reserves the right to offer discounted fees or waive periodic fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

8515 East Orchard Rd 4T2, Greenwood Village, CO, 80111

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Hubert volunteers as a director for Southwest Council Fly Fishers International and California State Polytechnic University Pomona Alumni Association Board of Directors. These activities are not investment-related and take minimal time.

Employment History
Current Registrations
Empower Advisory Group, LLC
October 2022 - Present · 3 yrs 9 mos
Empower Financial Services, INC.
August 2022 - Present · 3 yrs 11 mos
Empower Financial Services, INC.Broker
August 2022 - Present · 3 yrs 11 mos
Previous Registrations
Nylife Securities LLCBroker
April 2013 - July 2022 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2009 - February 2012 · 2 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2009 - February 2012 · 2 yrs 9 mos
UBS Financial Services INC.
March 2006 - May 2009 · 3 yrs 2 mos
UBS Financial Services INC.Broker
March 2006 - May 2009 · 3 yrs 2 mos
PFS Investments INC.Broker
December 1994 - January 2006 · 11 yrs 1 mo
State Registrations45 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.