Craig Draper is a registered investment advisor at Captrust, based in Chesterton, IN, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
Get directionsHistory
Regulatory History (1)
Financial
May 2016Other Business Activities
Craig works as in-house counsel and attorney, dedicating full-time hours to the role. He also provides attorney services at Mayette & Draper Law Office for minimal time and is an advisory board member for Ronald McDonald House Charities of Michiana.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Lakeside Wealth Management Group, LLC
First Allied Securities, INC.Broker
Strategic Financial Group, LLC
Sii Investments, INC.Broker
Crown Capital Securities, L.P.Broker
Northwestern Mutual Investment Services, LLCBroker
Wells Fargo Securities INC.Broker
Forum Financial Services, INC.Broker
State Registrations2 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.