CW
CW
Craig Wolverton
23 Years of Experience
Montrose, CO
1 Disclosure
Craig Wolverton is a registered investment advisor at Four Seasons Investment Advisors, INC., based in Montrose, CO, with 23 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 705 clients with $110M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
705 clients
Average Client Portfolio
$155K average
Assets Under Management
$108.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1120 E Main St., Montrose, CO, 81401
Get directionsHistory
Regulatory History (1)
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Criminal
November 1982Final Disposition
Employment History
Current Registrations
Four Seasons Investment Advisors, INC.
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Oberlin Financial CORP.
January 2004 - February 2005 · 1 yr 1 mo
Tennison & Assoc. INC.
June 2002 - March 2006 · 3 yrs 9 mos
State Registrations2 states
COTX
Advisor
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
No exam information available for this advisor.