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
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Location
Louisville, CO
Get directionsHistory
Regulatory History (4)
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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 10 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.