Edmund Crawford
Edmund Crawford is a registered investment advisor at Crawford Advisory Group, LLC, based in Austin, TX, with 29 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 5 clients with $14M 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 | 1.65% |
| $250K - $500K | 1.63% |
| $500K - $750K | 1.38% |
| $750K - $1.2M | 1.23% |
| $1.3M - $2.0M | 1.07% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.90% |
| $25M+ | 0.70% |
Fees may be negotiable depending on the circumstances.
Fee Estimator
Location
9442 N Capital of Texas Hwy, Plaza 1, Ste. 500-108, Austin, TX, 78759
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 ActivitiesSells Insurance
Edmund owns an insurance business offering life, disability, and long-term care insurance to clients, dedicating minimal time. He also owns Lil' Love Apparel, LLC and is an Investment Advisor Representative at Crawford Advisory Group, LLC, spending nearly full-time hours on the latter.
Employment History
Current Registrations
Crawford Advisory Group, LLC
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Multi-Financial Securities CorporationBroker
Sunamerica Securities, INC.Broker
State Registrations2 states
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