Craig Misuradze
Craig Misuradze is a registered investment advisor at Agewise Financial INC., based in Palm Desert, CA, with 19 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 45 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.60% |
| $1.0M - $3.0M | 1.50% |
| $3M+ | 1.40% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).
Fee Estimator
Location
72960 Fred Waring Drive, Suite 20, Palm Desert, CA, 92260
Get directionsHistory
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 the author of a book, audiobook, and workbook marketed through Simpleretirementbook.com, dedicating a few hours per week to advertising and copywriting. He is also the President and an insurance agent at Agewise Financial, spending nearly full-time selling insurance and annuity products.
Employment History
Current Registrations
Agewise Financial INC.
Previous Registrations
Horter Investment Management, LLC
USA Wealth Management LLC
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.