Michael Crew is a registered investment advisor at Flax Pond Capital, LLC, based in Merion Station, PA, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 120 clients with $220M 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 $50K | 1.25% |
| $50K - $150K | 1.00% |
| $150K - $250K | 0.90% |
| $250K+ | 0.80% |
Clients who do not receive financial planning services pay 0.8% of their assets under management.
Fee Estimator
Location
Merion Station, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is an investment advisor and owner of a self-employed business since 1981. This activity takes nearly full-time hours.
Employment History
Current Registrations
Flax Pond Capital, LLC
Previous Registrations
Michael J. Crew, Investment Advisor
State Registrations1 state
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