Craig Bober is a CFP-designated registered investment advisor at Sard Wealth Managment Group, LLC, based in Atlanta, GA. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 325 clients with $460M 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 - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees may be negotiable. Certain legacy clients may be billed under a different fee schedule.
Fee Estimator
Location
5607 Glenridge Drive, Suite 275, Building Ii, Atlanta, GA, 30342
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sard Wealth Managment Group, LLC
State Registrations1 state
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