Craig Lodge
Craig Lodge is a CFP-designated registered investment advisor at B. Riley Wealth Advisors, INC., based in Hendersonville, TN, 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, High Net Worth, Investment Management, and 2 more. Their firm serves 17,372 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
B. Riley Wealth Advisors offers investment management through various programs. The Advisor-as-Portfolio Manager (APM) program allows your advisor to manage your account, potentially using outside managers. You'll pay an annual fee based on the value of your portfolio, which is negotiable up to a maximum. Transaction fees may be included or billed separately.
Third-Party Managed Programs are also available, utilizing the Envestnet platform. These programs also charge an annual fee based on the value of your portfolio, not exceeding 2.75%, which is negotiable. These programs may also be wrap fee programs.
Other third-party managed programs are available through Brinker, SEI, and AssetMark, with minimums starting at $500,000 for Brinker.
Location
Hendersonville, TN
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2014Other Business Activities
Craig uses Lodge Wealth Management as a marketing name for his financial securities business conducted through B. Riley Wealth Management. He dedicates nearly full-time hours to this investment-related activity.
Employment History
Current Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth Management
B. Riley Wealth ManagementBroker
Previous Registrations
B Riley Wealth Management
UBS Financial Services INC.
UBS Financial Services INC.Broker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations29 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.