Tim Crawford CPA directs clients to third-party investment advisors, primarily Asset Mark. They also offer limited investment advice on mutual funds, fixed income securities, real estate funds, insurance products, equities, ETFs, treasury inflation protected bonds, commodities, non-U.S. securities, venture capital funds and private placements. Tim Crawford CPA tailors programs for individual clients and may use model allocations based on client needs and restrictions.
Fee Structure
Tim Crawford CPA directs clients to Asset Mark, a third-party investment advisor. The total annual fee for this service is up to 2.2% of your portfolio. This fee is split between Tim Crawford CPA and Asset Mark, with Tim Crawford CPA receiving up to 1.0% and Asset Mark receiving up to 1.2%.