Craig Yochum
Craig Yochum is a CFP-designated registered investment advisor at Henderson Brothers Financial Partners LLC, based in Pittsburgh, PA, with 9 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,044 clients with $410M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.70% |
Fees for assets over $10,000,000 are custom and negotiable. Fees are typically billed quarterly in advance.
Fee Estimator
Location
920 Fort Duquesne Boulevard, Pittsburgh, PA, 15222
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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 Activities
Craig provides investment advisory services through Henderson Brothers Financial Partners, an independent investment advisor firm, dedicating full-time hours to this activity. He also uses Henderson Brothers Financial Partners as a DBA for his LPL business, also dedicating full-time hours.
Employment History
Current Registrations
Henderson Brothers Financial Partners LLC
LPL Financial LLCBroker
Previous Registrations
Global Retirement Partners LLC
LPL Financial LLC
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.
Exams
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