Craig Harsfield
Craig Harsfield is a registered investment advisor at Collaborative Financial Solutions LLC, based in Brookline, MA, with 23 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual portfolio management fee varies up to 1.25% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. Our advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
233 Harvard Street, #201, Brookline, MA, 02446
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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 ActivitiesSells Insurance
Craig is an insurance agent offering various insurance products, including life insurance, annuities, LTC, and disability. He also serves as a Notary Public, Chairperson for the Brookline Community Foundation's Professional Advisors Committee, and a Board Member for the Pierce School Extended Day after school program.
Employment History
Current Registrations
Collaborative Financial Solutions LLC
Previous Registrations
Alternative Capitalis, LLC
LPL Financial LLCBroker
Ameriprise Financial Services, INC.Broker
Park Avenue Securities LLCBroker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.