Crawford Advisory Group offers financial planning for businesses and individuals, covering areas like small business valuation, cash flow, investments, risk, taxes, estate, pensions, retirement, education, and general financial matters. They also provide investment management services, creating portfolios based on client goals and rebalancing them at least annually. Clients can implement financial plans through Crawford Advisory Group managing assets, purchasing commission-based products, or a combination of both. Clients are not obligated to purchase recommended products or implement recommended strategies.
Assets Under Management$14M
Clients5
Advisors1
Avg. per Client$2.8M
Avg. per Advisor$14M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.63% |
| $500K - $750K | 1.38% |
| $750K - $1.2M | 1.23% |
| $1.3M - $2.0M | 1.07% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $25.0M | 0.90% |
| $25M+ | 0.70% |
Fees may be negotiable depending on the circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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