Craig Ratz is a CFP-designated registered investment advisor at Calculated Wealth, based in Madison, WI, with 5 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 194 clients with $200M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.50% |
Fees are negotiable. Clients with more than $1,400,000 in Assets Under Management will receive Financial Planning at no additional charge. There is also an option for Investment Management Services - With Tactical Asset Allocation, which has a maximum annual advisory fee of 2.00% on all assets.
Fee Estimator
Location
2921 Landmark Place, Suite 215-#332, Madison, WI, 53713-4247
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 →Employment History
Current Registrations
Calculated Wealth
Previous Registrations
Guncheon Financial, LLC
State Registrations1 state
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.