DC
DC

Derek Crawford

3 Years of Experience

Derek Crawford is a registered investment advisor at Scofield & Company, LLC, based in Fairlawn, OH, with 3 years of industry experience. Derek operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning. Their firm serves 138 clients with $96M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
138 clients
Average Client Portfolio
$693K average
Assets Under Management
$95.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable. The firm charges a flat percentage from 0.25% to 2% of total assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

822 Kumho Drive, Suite 300, Fairlawn, OH, 44333

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Scofield & Company, LLC
January 2023 - Present · 3 yrs 3 mos
State Registrations1 state
OH
Advisor

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.

Exams
No exam information available for this advisor.