Crawford Financial Planning & Consulting (CFP&C) provides ongoing portfolio management services tailored to individual client goals and risk tolerance. CFP&C also offers financial planning covering investments, insurance, taxes, retirement, college, and debt. CFP&C primarily recommends exchange traded funds (ETFs) but may use other securities to diversify portfolios. CFP&C requires clients to use Schwab Institutional as their custodian.
Assets Under Management$170M
Clients140
Advisors1
Avg. per Client$1.2M
Avg. per Advisor$170M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K+ | 0.80% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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