Crystal Annette McMahon
Investment Adviser Representative at ARROWROOT FAMILY OFFICE, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Crystal Annette Mcmahon has worked in the securities industry since 2016. They have passed the Series 66, 65, 63, and 7 examinations. They are registered to provide investment advisory services in Michigan, Texas, and Washington.
Registrations & licenses
Approximate fees
Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
| Asset tier | Annual rate |
|---|---|
| First $10M | 1.00% |
| $10M to $30M | 0.90% |
| Above $30M | 0.75% |
Firm-stated minimum; may be waived at the firm's discretion.
Arrowroot Family Office, LLC Form ADV Part 2A (Item 5), most recent annual amendment.
Employment history
Registration history as reported to FINRA, most recent first.
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
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