CP
CP
Craig Poeppelman is a registered investment advisor at Hp & Associates, based in Bellefontaine, OH, with 20 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Retirement Planning. Their firm serves 55 clients with $42M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
55 clients
Average Client Portfolio
$764K average
Assets Under Management
$42.0M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees are negotiable for amounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Bellefontaine, OH
Get directionsHistory
Regulatory History (1)
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Judgment / Lien
April 2017Employment History
Current Registrations
Hp & Associates
May 2019 - Present · 7 yrs
Previous Registrations
W. Joseph Harper
February 2018 - June 2019 · 1 yr 4 mos
Harper Associates, LLC
January 2006 - February 2018 · 12 yrs 1 mo
State Registrations1 state
OH
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.