Craig Halver is a registered investment advisor at Modern Wealth Management, LLC, based in Mesa, AZ, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
1138 N Alma School Rd, Suite 201, Mesa, AZ, 85201
Get directionsHistory
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 Activities
Craig is employed full-time as a Captain/Paramedic at the Superstition Fire & Medical Fire District. He will devote a maximum of a few hours per week during securities trading hours to his fire service job.
Employment History
Current Registrations
Modern Wealth Management, LLC
Public Safety Financial/galloway
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.