Craig Pelletier is a PFS-designated registered investment advisor at Carmel Capital Partners, LLC, based in Industry, CA. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 263 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range between 0.60% and 1.50% based on account type and complexity. Fees are negotiable under certain circumstances.
Fee Estimator
Location
13300 Crossroads Pkwy N, Suite 170, Industry, CA, 91746
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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 →Employment History
Current Registrations
Carmel Capital Partners, LLC
P&l Family Wealth
Previous Registrations
Axxcess Wealth Management, LLC
State Registrations1 state
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