John Crawford is a registered investment advisor at Copperwood Financial, based in Homer Glen, IL, with 15 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Athletes & Entertainers, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 262 clients with $120M 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 | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable at the sole discretion of Copperwood Financial. Cash management accounts on the Flourish Cash platform incur an additional non-negotiable fee of 0.10%.
Fee Estimator
Location
Homer Glen, IL
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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
Copperwood Financial
Previous Registrations
Horizon Wealth Management
LPL Financial LLC
LPL Financial LLCBroker
Wealth Enhancement Brokerage Services, LLCBroker
LPL Financial LLCBroker
Citigroup Global Markets INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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