CW
CW
Craig Wolpert
21 Years of Experience
Osprey, FL
1 Disclosure
Craig Wolpert is a registered investment advisor at Thurston Hall Investment Research, LLC, based in Osprey, FL, with 21 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 100 clients with $75M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
100 clients
Average Client Portfolio
$750K average
Assets Under Management
$75.0M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Osprey, FL
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
August 1994Employment History
Current Registrations
Thurston Hall Investment Research, LLC
September 2005 - Present · 20 yrs 8 mos
Previous Registrations
Lincoln Financial Advisors Corporation
April 2004 - August 2005 · 1 yr 4 mos
State Registrations3 states
FLMANJ
Advisor
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.