Craig Roncaioli
Craig Roncaioli is a ChFC-designated registered investment advisor at Redhawk Wealth Advisors, INC., based in Bradenton, FL, 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 Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 3,205 clients with $1.5B 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 is 1.75%. Starter accounts with less than $5,000 in assets are assessed a flat annual fee of $50. Fees are negotiable.
Fee Estimator
Location
Bradenton, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2007Other Business ActivitiesSells Insurance
Craig is an insurance agent, acting as a selling agent to originate insurance policies for clients since 2013. This activity takes a few hours per week.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Elevage Partners, LLC
Bradway Financial, LLC
Adviceone Advisory Services, LLC
State Registrations3 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
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