Jared Crawford
Jared Crawford is a CFP, ChFC-designated registered investment advisor at Rigden Capital Strategies, based in Denver, CO, with 6 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rigden Capital Strategies offers investment management services with fees based on the amount of your portfolio. The fees vary depending on whether your account is held at Charles Schwab/Apex Clearing or Betterment Securities.
For accounts held at Charles Schwab & Co. and Apex Clearing Corporation:
- Up to $999,999: 1.1% per year
- $1,000,000 to $2,999,999: 1.0% per year
- $3,000,000 to $4,999,999: 0.90% per year
- $5,000,000 and Over: 0.80% per year
For accounts held at Betterment Securities:
- First $1,000,000: 1.1% per year
- Next $2,000,000: 1.0% per year
- Next $2,000,000: 0.90% per year
- Amounts over $5,000,000: 0.80% per year
These fees are negotiable. If Rigden Capital Strategies uses a sub-advisor, you will not pay any additional fees.
Location
4600 S Syracuse St, 9th Floor, Denver, CO, 80237
Get directionsHistory
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 ActivitiesSells Insurance
Jared is involved in several outside business activities, including Crawford Enterprises LLC, Ashley Byrd's Professional Tax Service, Greg Norman Australian Grille, and Atlantic Financial Services. He dedicates minimal time to each of these activities, working as an insurance agent for Atlantic Financial Services and providing tax services/accounting for Ashley Byrd's Professional Tax Service.
Employment History
Current Registrations
Rigden Capital Strategies
Previous Registrations
LPL Enterprise, LLC
LPL Enterprise, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.