Craig Cantara
Craig Cantara is a registered investment advisor at Ausdal Financial Partners, INC., based in Biddeford, ME, with 44 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 10,402 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ausdal Financial Partners offers several investment management programs. Fees vary depending on the program and custodian.
Advisor Managed Account (AMP): Fees are negotiated with your advisor, with a maximum annual fee of 3%. Wrap accounts include all transaction costs, while non-wrap accounts charge separately for advisory services and transactions.
Third Party Managed Accounts (SMA/UMA): Fees consist of an Investment Advisor Representative Fee, a Platform Fee (0.11% to 0.28%), and a Manager Fee (0% to 0.80%).
Retirement Plan Advisory Program: Maximum annual fee of 3%. Fees can be a fixed percentage or tiered based on account assets.
Held Away Accounts (Pontera): Maximum advisory fee of 1.5% of account assets. Fees must be deducted from an alternate advisory account or billed directly to the client.
Location
3 Pinnacle Lane, Biddeford, ME, 04005
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2007Customer Dispute
March 1998Other Business Activities
Craig is affiliated with Pinnacle Wealth Management, offering advisory services as an IRA and covering business expenses, dedicating minimal time. He also works with American Portfolios Advisors as an IAR, spending about half his time on investment advisory services.
Employment History
Current Registrations
Ausdal Financial Partners, INC.Broker
Ausdal Financial Partners, INC.
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
American Portfolios Advisors, INC
American Portfolios Financial Services, INC.Broker
Mutual Service Corporation
Mutual Service CorporationBroker
Nathan & Lewis Securities, INC.
Nathan & Lewis Securities, INC.Broker
Integrated Resources Equity CorporationBroker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Financial Services INC.Broker
State Registrations5 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.