CH
CFA · CFP
CH
CFA · CFP
Craig Hartnett
13 Years of Experience
Boston, MA
May Earn Commission
Craig Hartnett is a CFA, CFP-designated registered investment advisor at Boston Investment Advisors LLC, based in Boston, MA, with 13 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning.
Compensation
Commission-BasedFee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 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
198 Tremont Street, Boston, MA, 02116
Get directionsHistory
Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Boston Investment Advisors LLC
March 2025 - Present · 1 yr 2 mos
Previous Registrations
Capital Analysts
November 2020 - January 2024 · 3 yrs 2 mos
Lincoln InvestmentBroker
November 2020 - January 2024 · 3 yrs 2 mos
Capital Analysts
May 2019 - January 2020 · 8 mos
Lincoln InvestmentBroker
April 2019 - January 2020 · 9 mos
Mbsc Securities CorporationBroker
July 2007 - December 2014 · 7 yrs 5 mos
Mellon Funds Distributor, L.P.Broker
March 2007 - July 2007 · 4 mos
E. F. Hutton & Company INCBroker
April 1987 - March 1988 · 11 mos
First Jersey Securities, INC.Broker
October 1986 - January 1987 · 3 mos
State Registrations1 state
MA
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.