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Craig Storch

28 Years of Experience
New York, NY
2 DisclosuresBroker

Craig Storch is a registered investment advisor at Alliancebernstein L.P., based in New York, NY, with 28 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 3 more. Their firm serves 30,285 clients with $760B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
515 advisors
Number of Clients
30,285 clients
Average Client Portfolio
$25.2M average
Assets Under Management
$763.4B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.85%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.10%
$5.0M - $10.0M1.05%
$10.0M - $25.0M0.90%
$25.0M - $50.0M0.75%
$50M+0.65%

Rates reflect return-seeking and diversifying assets. Accounts between $1 million and $5 million are subject to an additional 0.25% administrative and servicing charge on the first $3 million of applicable assets. Other asset classes and strategies have separate fee schedules.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

66 Hudson Boulevard E, New York, NY, 10001

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History

Regulatory History (2)
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Regulatory
December 2013
Final
Customer Dispute
December 2011
Settled
Employment History
Current Registrations
Alliancebernstein L.P.
September 2003 - Present · 23 yrs 1 mo
Sanford C. Bernstein & CO., LLC
December 2000 - Present · 25 yrs 10 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - Present · 25 yrs 10 mos
Previous Registrations
Sanford C. Bernstein & CO., INC.Broker
June 1999 - December 2000 · 1 yr 6 mos
Dean Witter Reynolds INC.Broker
June 1998 - May 1999 · 11 mos
State Registrations22 states
CACOCTDCDEFLGAILKSMAMDMINJNVNYOHPARITNTXVTWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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