Craig Lieber
Craig Lieber is a registered investment advisor at Saxony Capital Management, LLC, based in West Hempstead, NY, with 29 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 762 clients with $370M 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 $500K | 2.20% |
| $500K - $1.0M | 1.90% |
| $1.0M - $2.0M | 1.60% |
| $2.0M - $5.0M | 1.30% |
| $5M+ | 1.20% |
Fees and commissions are negotiable with each client. The schedule represents maximum fees and includes an annual platform fee of 0.20%.
Fee Estimator
Location
300 Hempstead Turnpike Suite 100, West Hempstead, NY, 11552
Get directionsHistory
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 operates under the DBA Central Securities of America for his securities business. He is also insurance licensed, selling term life and fixed annuities, dedicating a few hours per week.
Employment History
Current Registrations
Saxony Capital Management, LLC
Saxony Securities, INC.Broker
Previous Registrations
Lantern Investments, INC.Broker
Vision Securities INC.Broker
Vision Securities INC.Broker
Nichols, Safina, Lerner & CO. INC.Broker
State Registrations9 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.
Exams
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