DC
DC

Devin Crew

2 Years of Experience
Des Moines, IA
Broker

Devin Crew is a registered investment advisor at Principal Asset Management, based in Des Moines, IA, with 2 years of industry experience. Devin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 7,399 clients with $360B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
119 advisors
Number of Clients
7,399 clients
Average Client Portfolio
$49.2M average
Assets Under Management
$364.0B

Fee Structure

Investment management only (planning not offered)

Principal AM's fees are generally based on a percentage of the value of the assets they manage or a fixed fee. Fees can vary and may be negotiable depending on factors like the client's relationship with Principal AM, the number of accounts managed, the size of the account, and the services provided. Fees and allocations can be fixed, fixed plus performance-based, or performance-based only. Certain fixed fees are required to be paid up front.

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Location

711 High Street, Des Moines, IA, 50392

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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

Devin is an access/supervised person of Principal Global Investors, LLC. He is also a member of Crew Enterprises, LLC, a family-owned real estate development business, but has no day-to-day activities and dedicates minimal time to it.

Employment History
Current Registrations
Principal Asset Management
November 2023 - Present · 2 yrs 6 mos
Principal Funds Distributor, INC.
September 2023 - Present · 2 yrs 8 mos
Principal Funds Distributor, INC.Broker
September 2023 - Present · 2 yrs 8 mos
State Registrations1 state
IA
AdvisorBrokerBoth

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.
Devin Crew - Financial Advisor | TrueAdvisor