Craig Pfeiffer
Craig Pfeiffer is a registered investment advisor at Riskbridge Advisors, LLC, based in Cincinnati, OH, 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 Business Owners, Charitable Giving, Corporate Executives, Divorce Planning, and 8 more. Their firm serves 293 clients with $900M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.45% |
| $50M+ | 0.35% |
Minimum annual fee is the lesser of $25,000 or 1.00% of assets under management. Fees are negotiable.
Fee Estimator
Location
Cincinnati, OH
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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 ActivitiesSells Insurance
Craig is the President & CEO of Money Management Institute, dedicating nearly full-time hours to it, and President & CEO of Hohting Group, LLC and Advisors Ahead, LLC, spending minimal time on each. He also serves as an Independent Board Director for Westfield Insurance and an Operating Partner at Corsair Capital, dedicating a few hours per week to each.
Employment History
Current Registrations
Riskbridge Advisors, LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.
State Registrations2 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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