Craig Braemer is a CFA, CFP-designated registered investment advisor at Blossom Wealth Management, LLC, based in Lafayette, CA, with 25 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 9 more. Their firm serves 258 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.75% |
Maximum annual fee of up to 1.75% for actively managed accounts. Family office services use a separate tiered schedule ranging from 0.60% to 1.00%.
Fee Estimator
Location
Lafayette, CA
Get directionsHistory
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
Craig is a director in the San Francisco chapter of BetterInvesting, a non-profit organization focused on financial education, since 1993. He dedicates a few hours per week teaching classes on financial literacy, investing, and investment concepts.
Employment History
Current Registrations
Blossom Wealth Management, LLC
Previous Registrations
Highmark Capital Management, INC.
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.
Exams
More Advisors
- Isabelle Alexander, CFPKestra Advisory Services, LLC
- Jaime Fukumae, CFP
- Mark Goyne, CFACerity Partners LLC
- Jason Borman, CFPRaymond James Financial Services Advisors, INC
- Nicole Hanson, CFPMai Capital Management, LLC
- Dana Nelson, CFPTruetide Wealth