Simon Crew
Simon Crew is a registered investment advisor at Certior Financial Group, LLC, based in West Chester, PA, with 3 years of industry experience. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 478 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.20% |
Maximum annual advisory fee is 1.2% and is negotiable. If a sub-adviser platform is utilized, a separate non-negotiable sub-adviser strategy fee is added. Asset-based fees for planning and consulting can also be arranged up to $50,000.
Fee Estimator
Location
West Chester, PA
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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 →Other Business Activities
Simon works as a waiter at Core De Roma, managing the front of the restaurant and waiting on tables since 2019. This takes about 10-20% of his time.
Employment History
Current Registrations
Certior Financial Group, LLC
Previous Registrations
Creative Capital Wealth Management Group
Arkadios Wealth Advisors
Arkadios CapitalBroker
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.
Exams
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