Steven Crawford is a registered investment advisor at Fca CORP, based in Houston, TX, with 13 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Estate Planning, Insurance Planning, and 4 more. Their firm serves 183 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.99% |
Rates are negotiable. For assets of $1,000,000 or less, the rate is 1.0% per annum, and for assets greater than $1,000,000, the rate is less than 1% per annum.
Fee Estimator
Location
791 Town & Country Blvd., Suite 250, Houston, TX, 77024
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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
Steven is an officer for several entities that are clients of FCA Corp, including Ivy Realty Trust, First Commonwealth Mortgage Trust, Holly Mortgage Trust, and Nashville Properties, Inc. He is also Vice President of First Commonwealth Holdings Corp, the parent company of FCA Corp.
Employment History
Current Registrations
Fca CORP
State Registrations1 state
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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