Crow Financial Advisors

Crow Financial Advisors Ltd Co is an independent investment advisory firm based in Albuquerque, New Mexico. Established in 2009, the firm offers individual portfolio management services, focusing on creating and managing personalized investment strategies based on clients' needs and objectives. They manage client accounts on a discretionary basis, with a focus on factors such as risk tolerance, time horizons, and liquidity needs. As of December 31, 2024, the firm actively managed $143,669,126.10 of client assets. For Portfolio Management Services, Crow Financial Advisors charges an annual fee of 2% for the first $100,000 and 1% for the balance, billed quarterly in advance. The firm does not have minimum balance requirements and retains the discretion to negotiate fees on a client-by-client basis. Clients can cancel the agreement within five days of signing without penalty and may terminate at any time with a 30-day written notice. The firm does not charge performance-based fees and does not engage in side-by-side management. Crow Financial Advisors provides advisory services to individuals, high net worth individuals, foundations, and non-profits. Their investment strategies include long-term and short-term purchases, with the ability to use leveraged ETFs upon client approval. The firm uses fundamental and technical analysis to formulate investment advice and manage client assets. Clients grant the firm investment discretion, allowing them to make trades without prior client approval. Crow Financial Advisors also offers proxy voting services and reviews client accounts quarterly.