Robinson Crawford is a CFP-designated registered investment advisor at Montebello Avenue, based in Phoenix, AZ, with 12 years of industry experience. Robinson operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 49 clients with $54M 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 $1.0M | 1.20% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.40% |
Fees are negotiable. They may also charge a fixed, flat fee.
Fee Estimator
Location
2801 E. Camelback Road, Suite 200, Phoenix, AZ, 85016
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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
Montebello Avenue
Previous Registrations
First Allied Advisory Services, INC.
Prism Investment Management, INC.
Lifetime Investment Management, L.L.C.
First Allied Securities, INC.Broker
State Registrations3 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.