Jerred Crowley is a registered investment advisor at Bright Wealth Management, LLC, based in Lewisville, TX, with 2 years of industry experience. Jerred operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 180 clients with $260M 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 | 1.50% |
Fees are negotiable. Fixed income portfolios are subject to a fee of 0.75%.
Fee Estimator
Location
4400 State Highway 121, Suite 400, Lewisville, TX, 75056
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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 →Employment History
Current Registrations
Bright Wealth Management, LLC
Previous Registrations
Charles Schwab & CO., INC.Broker
TD Ameritrade, INC.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.