Craig Abbott is a registered investment advisor at Manning & Napier Advisors, LLC, based in Victor, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B 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 $1.0M | 1.35% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.70% |
Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.
Fee Estimator
Location
Victor, NY
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 Activities
Craig is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC.
Employment History
Current Registrations
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, INC.
Manning & Napier Investor Services, INC.Broker
State Registrations3 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
More Advisors
- Jared Haims, CFPCooper/haims Advisors, LLC
- Alan Deuel, ChFCLPL Financial LLC
- Salvatore Pitti, CFPThe Pitti Group Wealth Management, LLC
- Richard Bentley, CFPCooper/haims Advisors, LLC
- Andrea Ells, CFA, CFPCooper/haims Advisors, LLC
- Jonathan Spacher, ChFCEagle Strategies LLC