Adam Croll is a registered investment advisor at Crew Capital Management, LTD., based in Cincinnati, OH, with 11 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 274 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
CCM reserves the right to negotiate a client-specific fee schedule. CCM may also provide portfolio management services for an annual fixed fee ranging from $10,000 to $25,000, depending on the complexity of the services provided.
Fee Estimator
Location
4030 Smith Rd., Suite 200, Cincinnati, OH, 45209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Adam is the Director of Operations at F/m Acceleration, LLC, which provides back-office and marketing support for registered investment advisors. Adam dedicates nearly full-time hours to providing trading, settlement, execution, and operational support.
Employment History
Current Registrations
Crew Capital Management, LTD.
F/m Investments LLC
Previous Registrations
Vestmark Advisory Solutions, INC.
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Rydex Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.