David Bockel is a CFP-designated registered investment advisor at Crawford Investment Counsel INC, based in Atlanta, GA, with 23 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,120 clients with $8.5B 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 $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee schedule is for balanced and equity only accounts. The minimum account value is $2,000,000. The annual fee schedule for fixed income only accounts is: First $5,000,000: 0.40%, Next $5,000,000: 0.35%, Balance above $10,000,000: 0.30%. The minimum account value is $5,000,000 for fixed income only accounts. Certain legacy relationships may have a different fee schedule. In programs where account minimums have been reduced, the fee may be higher to reflect a lower account value. When a lower minimum account value is offered, a minimum annual fee may be assessed quarterly.
Fee Estimator
Location
600 Galleria Parkway, Se, Suite 1650, Atlanta, GA, 30339
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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 →Employment History
Current Registrations
Crawford Investment Counsel INC
Previous Registrations
Resource Planning Group, LTD.
Old Ivy Asset Management
Alps Distributors, INC.Broker
Ifs Fund Distributors, INC.Broker
State Registrations1 state
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