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Craig Chartier

2 Years of Experience
London

Craig Chartier is a registered investment advisor at Buoyancy Capital, based in London, with 2 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$842K

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.75%
$100K - $1.0M0.50%
$1M+0.25%

Fees are negotiable. Qualified clients may be charged a performance-based fee of 25% of net profits above a high-water mark.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Craig is an Engineering Senior Manager at Boeing in London, responsible for cost, schedule, and technical performance for product development. This non-investment related activity takes about half of his time.

Employment History
Current Registrations
Buoyancy Capital
June 2023 - Present · 2 yrs 11 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.