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Kraig Null

24 Years of Experience
Radnor, PA
1 Disclosure

Kraig Null is a registered investment advisor at Wealthcare Solutions, LLC, based in Radnor, PA, with 24 years of industry experience. Kraig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 83 clients with $47M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
83 clients
Average Client Portfolio
$566K average
Assets Under Management
$47.0M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.00%
$1.0M - $3.0M0.75%
$3M+0.50%

Fees may be negotiable.

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

150 North Radnor Chester Road, Suite F200, Radnor, PA, 19087

Get directions

History

Regulatory History (1)
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Customer Dispute
January 2004
Settled
Other Business Activities

Kraig works as a consultant to CPAs through Lank Johnson & Tull, offering financial services to existing clients. This investment-related activity takes about 10-20% of his time.

Employment History
Current Registrations
Wealthcare Solutions, LLC
June 2004 - Present · 21 yrs 11 mos
Previous Registrations
1st Global Advisors INC
May 2001 - April 2004 · 2 yrs 11 mos
State Registrations3 states
DENJPA
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.