Adam Croll is a registered investment advisor at Crew Capital Management, LTD., based in Washginton, DC, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 203 clients with $240M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Minimum fee per quarter is $500. Fees are negotiable for certain clients, and the firm also offers portfolio management for an annual flat fee ranging from $10,000 to $25,000.
Fee Estimator
Location
3050 K St. NW, Suite 201, Washginton, DC, 20007
Get directionsHistory
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
Adam is the Director of Operations at F/m Acceleration, LLC, which provides back-office and marketing support for registered investment advisors. Adam dedicates nearly full-time hours to providing trading, settlement, execution, and operational support.
Employment History
Current Registrations
Crew Capital Management, LTD.
F/m Investments LLC
Previous Registrations
Vestmark Advisory Solutions, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Rydex Distributors, INC.Broker
State Registrations2 states
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.