Craig Duvarney is a CFP-designated registered investment advisor at Craig Duvarney, CFP, based in Bartlett, NH, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 152 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Craig DuVarney, CFP® manages investments through the Advisor Managed Portfolios program. The annual fee is based on the value of your account and is charged quarterly in advance. You'll also pay transaction fees, custodial fees, and fund management fees. The fee schedule is:
- $0 to $499,999: 2.00%
- $500,000 to $599,999: 1.70%
- $600,000 to $699,999: 1.42%
- $700,000 to $799,999: 1.22%
- $800,000 to $899,999: 1.07%
- $900,000 to $999,999: 0.95%
- $1,000,000 to $1,250,000: 0.85%
- $1,250,000 to $1,499,999: 0.68%
- $1,500,000 to $1,749,999: 0.57%
- $1,750,000+: 0.50%
Location
Bartlett, NH
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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 independent RIA and a semi-professional photographer, dedicating minimal time to the latter. He also volunteers as a guest lecturer at Boston University and Babson College, and as a counselor for the Van Noy Valor Foundation.
Employment History
Current Registrations
Craig Duvarney, CFP
Osaic Wealth, INC.Broker
Previous Registrations
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Mony Securities CorporationBroker
State Registrations24 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.