MC
CFP

Michael Loyd Crabb

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
1,184 clients
Average Client Portfolio
$544K average
Assets Under Management
$643.6M

Fee Structure

SFG Wealth Management charges a maximum annual wrap fee of 1.50% of the assets managed. This fee covers investment advisory services and custodial transaction costs. The fee is billed quarterly in advance, pro-rata based on the account value on the last day of the previous quarter, adjusted for deposits and withdrawals. Fees are negotiable and deducted from the account. Additional fees may include fund management fees and wire transfer fees.

Areas of Practice
Investment ManagementFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

1104 Kenilworth Drive, Suite 500, Towson, MD, 21204

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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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Other Business ActivitiesSells Insurance

Michael is a notary, spends minimal time with Crump Insurance Associates selling non-variable insurance, and dedicates full-time hours to SFG Wealth Management LLC as an IAR. SFG Wealth Management is an independent investment advisor firm, separate from LPL Financial.

Employment History
Current Registrations
Sfg Wealth Management
December 2016 - Present · 9 yrs 1 mo
LPL Financial LLC Broker
May 2012 - Present · 13 yrs 8 mos
Previous Registrations
LPL Financial LLC
April 2017 - May 2017 · 1 mo
LPL Financial LLC
May 2012 - April 2017 · 4 yrs 11 mos
Edward Jones
January 2008 - February 2012 · 4 yrs 1 mo
Edward Jones Broker
November 2007 - February 2012 · 4 yrs 3 mos
State Registrations11 states
COFLGAMDNCNMNYOHPATXVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.