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Jake Crawford

2 Years of Experience
Scottsdale, AZ

Jake Crawford is a registered investment advisor at Tushaus Wealth Management, based in Scottsdale, AZ, with 2 years of industry experience. Jake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 123 clients with $75M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
123 clients
Average Client Portfolio
$612K average
Assets Under Management
$75.3M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.5M1.50%
$1.5M+0.75%

Fees are negotiable. Cash management services have a separate fee of 0.15%.

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

9141 E Hidden Spur Trail, Scottsdale, AZ, 85255

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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

Jake works as a realtor in Scottsdale, Arizona. This activity is not investment-related.

Employment History
Current Registrations
Tushaus Wealth Management
December 2023 - Present · 2 yrs 5 mos
State Registrations1 state
AZ
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.
Jake Crawford - Financial Advisor | TrueAdvisor