Craig DuVarney, CFP® offers financial planning and investment management services tailored to individual needs. Financial planning covers tax, estate, business, retirement, education, and cash-flow planning. Investment management is provided through the Advisor Managed Portfolios program, using mutual funds, stocks, bonds, and ETFs. Craig DuVarney is also associated with Osaic Wealth Inc. as a Registered Representative and may receive commissions for investments directed through them.
Fee Structure
Craig DuVarney, CFP® manages investments through the Advisor Managed Portfolios program. The annual fee is based on the value of your account and is charged quarterly in advance. You'll also pay transaction fees, custodial fees, and fund management fees. The fee schedule is:
- $0 to $499,999: 2.00%
- $500,000 to $599,999: 1.70%
- $600,000 to $699,999: 1.42%
- $700,000 to $799,999: 1.22%
- $800,000 to $899,999: 1.07%
- $900,000 to $999,999: 0.95%
- $1,000,000 to $1,250,000: 0.85%
- $1,250,000 to $1,499,999: 0.68%
- $1,500,000 to $1,749,999: 0.57%
- $1,750,000+: 0.50%