Craig Sutherland
Craig Sutherland is a registered investment advisor at Strategic Probability Partners, LLC, based in Naples, FL, with 10 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 9 clients with $130M 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 | 0.75% |
| $5.0M - $7.5M | 0.50% |
| $7.5M - $10.0M | 0.00% |
| $10.0M - $20.0M | 0.40% |
| $20.0M - $50.0M | 0.25% |
| $50M+ | 0.20% |
SPP may negotiate a different fee rate for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Location
Naples, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Strategic Probability Partners, LLC
State Registrations2 states
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