Kraig Carpenter
Kraig Carpenter is a registered investment advisor at El Camino Real Financial Advisors, based in Santa Teresa, NM, with 16 years of industry experience. Kraig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 18 clients with $750K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
The ECRFA fee (our Management Fee) will not exceed .80% annually. For accounts managed by Third-Party Asset Managers (TPAM), the maximum TPAM fee will not exceed 2.31%.
Fee Estimator
Location
Santa Teresa, NM
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
November 1994Other Business ActivitiesSells Insurance
Kraig is an insurance agent since 2011, selling life insurance. He spends minimal time on insurance and about a quarter of his time on securities.
Employment History
Current Registrations
El Camino Real Financial Advisors
Previous Registrations
El Camino Real Financial Advisors
Sagepoint Financial, INC.
State Registrations3 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.