Craig Cummings
Craig Cummings is a CFP-designated registered investment advisor at Bcs Private Wealth Management, based in Atlantic Highlands, NJ, with 35 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 224 clients with $470M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
726 Kings Hwy East, Atlantic Highlands, NJ, 07716
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Regulatory History
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 →Other Business Activities
Craig is the president of Cramar Properties LLC, a single-asset LLC holding a real estate investment. He is also the president of RRRAJ LLC, which sends out a daily newsletter, but has no earnings or affiliations.
Employment History
Current Registrations
Bcs Private Wealth Management
Previous Registrations
Cantor Fitzgerald & CO.Broker
Instinet CorporationBroker
State Registrations1 state
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