How does the advisor help clients – Key Takeaways:
Crawford Asset Management, LLC is a leading financial advisory firm that focuses on providing personalized and comprehensive financial solutions to its clients. With a team of experienced and knowledgeable advisors, the firm offers a range of services aimed at helping clients achieve their financial goals.
Some key takeaways of how Crawford Asset Management, LLC helps its clients are:
- Personalized financial plans tailored to the individual needs and goals of each client
- A holistic approach that takes into account all aspects of a client’s financial situation
- Expert guidance and support in navigating through complex financial decisions
- A commitment to transparency and open communication with clients
By understanding the unique needs and goals of each client, Crawford Asset Management, LLC is able to provide personalized and effective financial solutions that are designed to help clients achieve their long-term financial objectives.
Facts and Insights
Crawford Asset Management, LLC was founded in 2003 and has since grown to become a trusted name in the financial advisory industry. With a focus on client satisfaction and a commitment to excellence, the firm has a strong track record of helping clients achieve financial success.
The advisors at Crawford Asset Management, LLC have an average of 10 years of experience in the financial services industry, and some have advanced degrees and certifications in areas such as financial planning, investment management, and insurance services.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
Crawford Asset Management, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Personal financial planning
- Investment management
- Tax planning and preparation
- Retirement planning
- Estate planning
- Insurance services
Client Types
Crawford Asset Management, LLC serves a diverse client base, including:
- Individuals
- Families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
At Crawford Asset Management, LLC, fees and compensation are based on a percentage of assets under management, with the exact percentage determined by the type and complexity of services required. The firm operates on a fee-only basis, meaning that advisors do not receive any commissions for recommending specific products or investments. This ensures that the firm’s recommendations are always in the best interest of the client.
Background
Crawford Asset Management, LLC was founded by John Crawford, a highly experienced and respected financial advisor with over 25 years of experience in the industry. Under his leadership, the firm has grown to become a leading provider of comprehensive financial solutions.
The team at Crawford Asset Management, LLC is made up of dedicated and knowledgeable professionals who are committed to helping clients achieve their financial goals. With their expertise and personalized approach, the firm has built a reputation for excellence and integrity in the financial advisory industry.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest that their financial advisors may have. At Crawford Asset Management, LLC, advisors are legally required to disclose any potential conflicts of interest and always act in the best interest of their clients. The firm also follows a strict code of ethics and standards of professional conduct to ensure the highest level of integrity and transparency in all financial dealings.