Craig Poulson is a registered investment advisor at Trek Financial, based in Bountiful, UT, with 4 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 4,688 clients with $2.8B 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 $250K | 1.50% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.70% |
Fees are subject to negotiation. Clients also pay an additional household platform fee ranging from 0.33% to 0.065%, and certain model portfolios add 0.15% to 0.75%.
Fee Estimator
Location
Bountiful, UT
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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 owns Disruptor LLC and 945 Stonehaven LLC, spending minimal time on each. He also conducts investment advisory services through Pinnacle Wealth Strategies, LLC full-time, and sells life, disability, and insurance through CKC Insurance LLC for a few hours per week.
Employment History
Current Registrations
Trek Financial
Previous Registrations
Acquire Consult 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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