Craig Verdi is a registered investment advisor at Trail Creek Advisors, LLC, based in Boise, ID, with 40 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $10M 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 $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2.0M - $4.0M | 0.85% |
| $4M+ | 0.75% |
All advisory fees are negotiable.
Fee Estimator
Location
Boise, ID
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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 ActivitiesSells Insurance
Craig sells fixed insurance products, dedicating minimal time to this activity. He also provides tax preparation and accounting services, spends minimal time on marketing for artists and his book, and is a book author.
Employment History
Current Registrations
Trail Creek Advisors, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
Titan/value Equities Group, INC.Broker
North American Management, INC.Broker
First American National Securities, INC.Broker
State Registrations1 state
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.