Craig Bodden
Craig Bodden is a registered investment advisor at Arete Wealth Advisors, LLC, based in San Francisco, CA, with 26 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 5,426 clients with $2.7B 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 $249K | 3.00% |
| $249K - $750K | 2.50% |
| $750K - $1.5M | 2.00% |
| $1.5M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable. A $50,000 initial minimum account balance is generally required, but may be waived.
Fee Estimator
Location
109 Olympia Way, San Francisco, CA, 94131
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2011Other Business Activities
Craig is a limited partner in Bodden Bay LLLP, a family limited partnership, since 2020. This activity is not investment-related.
Employment History
Current Registrations
Arete Wealth Advisors, LLC
Arete Wealth Management, LLCBroker
Previous Registrations
Private Wealth Advisors, INC.
Private Consulting Group, INC.Broker
Private Consulting Group, INC.
NFP Securities, INC.
NFP Securities, INC.Broker
Pruco Securities CorporationBroker
State Registrations13 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.