Gregory Crawford
Gregory Crawford is a CFP-designated registered investment advisor at Sierra Nevada Wealth Management, LLC, based in Dayton, NV, with 19 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 93 clients with $22M 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 | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.75% |
All fees are negotiable.
Fee Estimator
Location
5 Pine Cone Road, Suite 205, Dayton, NV, 89403
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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
Gregory is the Founder & CEO of Crawford Trust Company, LLC, a retail trust company. He dedicates about half his time to running the company's operations.
Employment History
Current Registrations
Sierra Nevada Wealth Management, LLC
Previous Registrations
Sierra Nevada Wealth Management, LLC
State Registrations2 states
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