JC
JC

John Ross Crawford

15 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
204 clients
Average Client Portfolio
$386K average
Assets Under Management
$78.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K1.25%
$250K - $1000K1.00%
$1.0M - $3.0M0.75%
$3M+0.65%

Fees may be negotiated.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Homer Glen, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Copperwood Financial
February 2025 - Present · 1 yr
Previous Registrations
Horizon Wealth Management
March 2020 - February 2025 · 4 yrs 11 mos
LPL Financial LLC
July 2019 - July 2019 · 0 mos
LPL Financial LLCBroker
April 2015 - February 2025 · 9 yrs 10 mos
Wealth Enhancement Brokerage Services, LLCBroker
July 2014 - October 2014 · 3 mos
LPL Financial LLCBroker
July 2014 - October 2014 · 3 mos
Citigroup Global Markets INC.Broker
March 2010 - May 2014 · 4 yrs 2 mos
State Registrations2 states
FLIL
Advisor
Exams
No exam information available for this advisor.