Craig Reisfield is a registered investment advisor at Ridley Asset Management, LLC, based in Tiburon, CA, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 14 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Location
Tiburon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is the Co-President of Harriet Brown & Company, Inc., a licensing business operated by his family, since 1992. He maintains the company's financials, pays invoices, and oversees marketing efforts, dedicating minimal time to this role.
Employment History
Current Registrations
Ridley Asset Management, LLC
State Registrations1 state
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