Craig Sweeney is a registered investment advisor at Lbg Advisor, based in Fresno, CA, with 7 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 1 more. Their firm serves 49 clients with $13M 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 $650K | 2.25% |
| $650K - $1.4M | 1.75% |
| $1.4M - $1.8M | 1.50% |
| $1.8M - $2.0M | 1.25% |
| $2M+ | 1.00% |
Lower fees for comparable services may be available from other sources. Fees do not include general planning, research services, and financial or estate planning. Fees may be negotiable on a case-by-case basis.
Fee Estimator
Location
8050 N Palm Ave, Ste 300, Fresno, CA, 93711
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 owns Resource Planning Management and Insurance Services, offering estate and nursing home planning, and selling insurance and fixed annuities. He also owns Sweeney Diversified Inc. for tax purposes, performing administrative and bookkeeping tasks, dedicating minimal time to it.
Employment History
Current Registrations
Lbg Advisor
State Registrations1 state
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