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Craig Garner

16 Years of Experience
Manchester, NH
BrokerSells Insurance

Craig Garner is a registered investment advisor at Eldridge Investment Advisors INC, based in Manchester, NH, with 16 years of industry experience. Craig is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 687 clients with $810M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
8 advisors
Number of Clients
687 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$814.3M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is 1.00%. Fees are negotiable based on the total dollar value of household accounts and other factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

686 Chestnut St, Manchester, NH, 03104

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Craig is a VP at Stephen Eldridge & Company, a retirement plan administration firm, dedicating nearly full-time hours. He is also a registered investment advisor with Eldridge Investment Advisors, Inc. and an agent for non-variable insurance, spending about 10-20% of his time on these activities.

Employment History
Current Registrations
Eldridge Investment Advisors INC
October 2010 - Present · 16 yrs
LPL Financial LLCBroker
January 2010 - Present · 16 yrs 9 mos
Previous Registrations
LPL Financial LLC
June 2010 - September 2020 · 10 yrs 3 mos
State Registrations3 states
FLMANH
AdvisorBrokerBoth

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.
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