Craig Colson
Craig Colson is a registered investment advisor at Ofg Financial Services, INC., based in College Station, TX, with 13 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, Investment Management. Their firm serves 850 clients with $270M 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 $250K | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $5.0M | 0.70% |
| $5M+ | 0.65% |
This schedule is used as only an example; actual fees could differ from what is on this schedule. All OFG advisory fees may be negotiable.
Fee Estimator
Location
302 Holleman Drive East, Suite 200, College Station, TX, 77840
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 an independent insurance agent selling life, health, accident, and disability insurance products, dedicating about 20% of his time to this. His firm, EFS Firm, LLC, receives life, health, and fixed annuity commissions, taking about 10% of his time. He also has real estate and trust activities that take minimal time.
Employment History
Current Registrations
Ofg Financial Services, INC.
Ofg Financial Services, INC.Broker
State Registrations7 states
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.