Crawford Investment Counsel is an independent investment advisor managing portfolios for individuals, high-net-worth clients, trusts, estates, and institutional investors. Crawford focuses primarily on long-term capital appreciation and income generation through value-oriented equity strategies—emphasizing dividend-paying companies—as well as active fixed income management. Portfolio management services are provided on a discretionary basis, meaning Crawford makes buying and selling decisions on behalf of clients according to their individual needs, risk tolerance, and investment objectives. Clients may also impose reasonable restrictions on their accounts. Crawford manages investments through traditional separately managed accounts, wrap fee programs sponsored by third parties, and registered investment companies (mutual funds). The firm also offers specialized model-based programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Rates shown are for balanced and equity-only accounts. Fixed-income-only accounts have a separate schedule: 0.40% on the first $5M, 0.35% on the next $5M, and 0.30% on amounts above $10M. Fees may be negotiable for larger accounts.