How does the advisor help clients – Key Takeaways:
Crowell Roberts Investment Counsel is a financial advisory firm that specializes in providing expert guidance and management of their clients’ financial assets. The firm offers a wide range of financial services and caters to a diverse clientele, providing personalized solutions that meet each client’s unique needs and goals.
With a team of experienced and knowledgeable advisors, Crowell Roberts Investment Counsel is dedicated to helping clients achieve their financial goals through smart investment strategies and sound financial advice. The firm’s commitment to putting their clients’ best interests first is evident in their track record of success and recommendations from satisfied clients.
Facts and Insights:
Founded in 1985, Crowell Roberts Investment Counsel has been in the financial advisory business for over 35 years. Throughout this time, the firm has amassed a wealth of knowledge and expertise in the financial industry, enabling them to stay ahead of the curve and provide cutting-edge solutions to their clients.
The firm currently manages over $500 million in assets under management, with a team of 6 advisors. Each advisor has an average of 20 years of experience in the financial industry, making them highly qualified and capable of understanding and navigating the complex world of finance.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | 35 years |
Financial Services Offered:
Crowell Roberts Investment Counsel offers a comprehensive range of financial services to their clients. These include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance and risk management
Client Types:
Crowell Roberts Investment Counsel serves a diverse range of clients, including:
- High net worth individuals
- Families
- Small business owners
- Couples
- Young professionals
Fees & Compensation:
Crowell Roberts Investment Counsel operates on a fee-only basis, meaning their advisors are compensated solely through client fees, and do not receive commissions or incentives for recommending specific products or services. This fee structure ensures that the advisors’ interests are aligned with their clients and eliminates any potential conflicts of interest.
The firm’s fees are based on a percentage of assets under management, with rates varying depending on the size and complexity of the client’s portfolio. This transparent fee structure allows clients to have a clear understanding of the cost of the services they receive and ensures there are no hidden fees or charges.
Background:
The founder and president of Crowell Roberts Investment Counsel, John Crowell, has over 40 years of experience in the financial industry and is a certified financial planner (CFP®). He is supported by a team of highly qualified and experienced advisors who work collaboratively to provide clients with the best possible financial solutions.
Crowell Roberts Investment Counsel prides itself on its strong ethical standards, commitment to excellence, and personalized approach to financial planning. The firm’s long-standing relationships with their clients are a testament to their dedication and success.
Financial Advisor Disclosures to Know:
Crowell Roberts Investment Counsel maintains a clean disciplinary record and has no regulatory actions or disclosures to report, demonstrating their commitment to ethical and compliant practices.
In summary, Crowell Roberts Investment Counsel is a trusted and reputable financial advisory firm that offers a wide range of services and a comprehensive approach to managing clients’ financial assets. Their experienced advisors, transparent fee structure, and client-focused philosophy make them a top choice for individuals and families seeking expert financial guidance.