MC
CFP
MC
CFP
Michael Critchfield
21 Years of Experience
Browns Valley, CA
1 DisclosureMay Earn Commission
Michael Critchfield is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Browns Valley, CA, with 21 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2904 advisors
Number of Clients
360,488 clients
Average Client Portfolio
$590K average
Assets Under Management
$212.7B
Fee Structure
Minimum Investment:$25K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$600
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Browns Valley, CA
Get directionsHistory
Regulatory History (1)
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Criminal
May 1985Final Disposition
Employment History
Current Registrations
Commonwealth Financial Network
September 2024 - Present · 2 yrs 1 mo
Previous Registrations
Commonwealth Financial Network
January 2023 - April 2024 · 1 yr 3 mos
Commonwealth Financial NetworkBroker
January 2023 - April 2024 · 1 yr 3 mos
Woodbury Financial Services, INC.
November 2010 - January 2023 · 12 yrs 2 mos
Woodbury Financial Services, INC.Broker
November 2010 - January 2023 · 12 yrs 2 mos
Edward Jones
January 2007 - November 2010 · 3 yrs 10 mos
Edward JonesBroker
March 2005 - November 2010 · 5 yrs 8 mos
State Registrations1 state
CA
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.