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Andrew Crowe

9 Years of Experience
Fairfax, VA

Andrew Crowe is a registered investment advisor at Professional Financial Solutions, LLC, based in Fairfax, VA, with 9 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 279 clients with $410M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
279 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$409.7M

Fee Structure

Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.50%
$2M+0.25%

Fees are not negotiable. No fee is charged on employer retirement plans, 529 plans, or money market investments in taxable accounts.

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

10517A West Drive, Fairfax, VA, 22030-8144

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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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Other Business Activities

Andrew works as a photographer for GradImages, photographing college graduations since 2011. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Professional Financial Solutions, LLC
March 2017 - Present · 9 yrs 7 mos
State Registrations1 state
VA
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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