Crawford Asset Management (CAM) offers continuous investment advice based on individual client needs. CAM collaborates with clients to establish goals, objectives, time horizons, risk tolerances, and liquidity needs. CAM manages accounts on a discretionary basis, guided by client objectives such as capital appreciation, growth, or income. Investment recommendations are independent and not constrained by product offerings from broker-dealers or insurance companies.
Fee Structure
Crawford Asset Management's annual investment supervisory services fees are based on a percentage of the value of your portfolio, ranging from 0.05% to 2.50%. The fee depends on the specific investment strategy used.
Here's a breakdown of the fee ranges for different strategies:
- Fixed Income & Equity Dividend Asset Allocation Program: 0.5% to 1% per year
- Balanced & Tactical Asset Allocation Program: 1% to 1.5% per year
- Tactical Asset Allocation Program: 1.5% to 2.5% per year
A minimum of $50,000 is required to use Crawford Asset Management's services, but this may be negotiable.