Corey Crawford

1 Year of Experience

West Palm Beach, FL

1 Disclosure

Corey Crawford is a registered investment advisor at Boggess Asset Management, based in West Palm Beach, FL, with 1 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $180K in assets under management.

Boggess Asset Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

1 client

Average Client Portfolio

$175K average

Assets Under Management

$175K

Fee Structure

Minimum Investment:$20M

Investment management only (planning not offered)

Minimum Annual Fee:$40,000

Boggess Asset Management manages investments through commingled fund vehicles and single investor funds. The standard minimum fee is 2% of the client’s assets under management annually, which is $40,000 on a $2,000,000 minimum investment. Performance fees are also charged and are negotiable.

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Location

700 S. Rosemary Ave., Suite 204, West Palm Beach, FL, 33401

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History

Regulatory History (1)

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Financial

March 2017

Final

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Employment History

Current Registrations

Boggess Asset Management

March 2024 - Present · 2 yrs 2 mos

State Registrations1 state

Advisor

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

No exam information available for this advisor.

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