Craig Ratz is a CFP-designated registered investment advisor at Calculated Wealth, based in Roseville, MN, 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, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 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 and calculated as a blended rate. Tactical asset allocation strategy has a maximum annual fee of up to 2.00%. Clients with over $1,400,000 in assets receive financial planning at no extra charge.
Fee Estimator
Location
2355 Hwy 36 W Bonestroo, Suite 400, Roseville, MN, 55113
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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 →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.
Exams
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