Craig Molen is a CFA-designated registered investment advisor at Lvm Capital Management LTD, based in Portage, MI, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,416 clients with $1.6B 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for accounts over $5 million are negotiable. Other fee arrangements, such as fixed or hourly fees, may be negotiated for financial planning.
Fee Estimator
Location
7840 Moorsbridge Road, Portage, MI, 49024
Get directionsHistory
Regulatory History (1)
Regulatory
July 2013Other Business Activities
Craig is a managing member of Glenkerry Court, LLC, a rental property business, since 1998. He spends minimal time conducting partner meetings.
Employment History
Current Registrations
Lvm Capital Management LTD
State Registrations2 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.
Exams
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