Craig Perkins is a ChFC-designated registered investment advisor at Cdp Financial Group, LLC, based in Littleton, CO, with 46 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $100M 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees can be negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
Fee Estimator
Location
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120
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 ActivitiesSells Insurance
Craig is licensed to sell insurance in Colorado (life, health, disability, and annuities), but this is not an active part of his business and he dedicates minimal time to it. He is also the owner of CDP Financial Group, LLC, a registered investment advisor, spending nearly full-time hours providing investment advisory services.
Employment History
Current Registrations
Cdp Financial Group, LLC
Previous Registrations
Colorado Financial Service CorporationBroker
Mcl Financial Group, INC.
Mcl Financial Group, INC.Broker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
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.