Craig Austad is a CFP-designated registered investment advisor at Savvy, based in Denver, CO, with 29 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 1,207 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Savvy Advisors charges a percentage of your managed assets. These fees are negotiable and typically range from 0.3% to 1.9% per year, depending on the size and complexity of your account. Fees are billed either quarterly or monthly, in arrears or in advance. Savvy generally requires a $500,000 minimum account size, but this is negotiable. In some cases, investment management fees will be based on a percentage of the client’s net worth, ranging between 0.1% and 0.4%. Clients may be charged an additional fee for direct indexing and covered calls strategies.
Location
4600 S. Syracuse St., 9th Floor, Denver, CO, 80237
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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 ActivitiesSells Insurance
Craig uses Flourish Financial Partners as a DBA for marketing investment and financial planning services and is the Managing Member of Flourish FP, LLC for payroll and accounting. Craig also holds an insurance license and anticipates spending a small portion of his time (less than 10%) selling limited insurance products.
Employment History
Current Registrations
Savvy
Previous Registrations
Denver Pwm, LLC
First Financial Equity CorporationBroker
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Hartford Equity Sales Company INC.Broker
Waddell & Reed, INC.Broker
State Registrations1 state
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.