CT
ChFC
CT
ChFC
Craig Thompson is a ChFC-designated registered investment advisor at Asset Solutions, based in Louisville, CO, 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 Investment Management. Their firm serves 58 clients with $12M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
58 clients
Average Client Portfolio
$209K average
Assets Under Management
$12.1M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable. Firm also offers a performance-based fee schedule to qualified clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Louisville, CO
Get directionsHistory
Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2015Settled
Customer Dispute
February 2011Settled
Customer Dispute
August 2010Settled
Customer Dispute
August 2010Settled
Employment History
Current Registrations
Asset Solutions
June 2005 - Present · 20 yrs 11 mos
Previous Registrations
Financial Designs LTD.
May 2005 - April 2010 · 4 yrs 11 mos
Hornor, Townsend & Kent, INC.
July 1997 - February 2003 · 5 yrs 7 mos
State Registrations4 states
CACOLATX
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.