Crawford Investment Counsel offers investment advice on a discretionary basis. Crawford's services are tailored to the specific needs of each client. Crawford typically invests in exchange-listed securities, over-the-counter securities, foreign issues, corporate debt securities, commercial paper, certificates of deposit, municipal securities, mutual fund shares, and U.S. government securities. Asset management services are offered through traditional asset management, wrap fee programs, registered investment companies, and model-based programs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3M+ | 0.50% |
Fee schedule is for balanced and equity only accounts. The minimum account value is $2,000,000. The annual fee schedule for fixed income only accounts is: First $5,000,000: 0.40%, Next $5,000,000: 0.35%, Balance above $10,000,000: 0.30%. The minimum account value is $5,000,000 for fixed income only accounts. Certain legacy relationships may have a different fee schedule. In programs where account minimums have been reduced, the fee may be higher to reflect a lower account value. When a lower minimum account value is offered, a minimum annual fee may be assessed quarterly.