Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gladstone Wealth Partners primarily offers portfolio management services through various wrap fee programs. These programs may include additional costs such as custodial fees and fund expenses. The cost-effectiveness of a wrap fee account depends on trading activity. Gladstone Wealth Partners does not specify a minimum annual fee or financial planning fees.
Areas of Practice
Advisor Information
Office location
50 Washington Street, Suite 3B, Columbus, IN, 47201
Get directionsRegulatory 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.
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Craig is a registered investment advisor with Kessler Investment Group, LLC and Gladstone Institutional Advisory, spending about half his time on securities trading. He also holds real estate through Kessler Property Group, LLC, including the office from which KIG operates, dedicating minimal time to collecting rent, paying taxes, and maintaining records.