Craig Freedman
Craig Freedman is a registered investment advisor at The Retirement Readiness Institute, based in Boca Raton, FL, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 47 clients with $16M 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $750K | 1.50% |
| $750K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable above $10,000,000.
Fee Estimator
Location
7777 Glades Rd., Suite 100, Boca Raton, FL, 33434
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2022Other Business ActivitiesSells Insurance
Craig is an independent insurance agent selling health and life insurance. He is also the CEO/owner of 401K CRPA LLC, focused on software development and sales, dedicating a few hours per week, and the CEO/owner of Caring for Solo Seniors, LLC, where he works as a life needs counselor for minimal time.
Employment History
Current Registrations
The Retirement Readiness Institute
Previous Registrations
Securities America Advisors, INC.
Brookstreet Capital Management
State Registrations4 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.