Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be negotiable in certain limited circumstances.
Fee Estimator
Investment management fees are calculated as a percentage of assets under management and billed quarterly. There are different fee schedules for long equities, fixed income, and hedging strategies. Financial planning is included in these fees. For clients who only want financial planning, the hourly rate is $250. Fees may be negotiable in certain limited circumstances. There is no stated minimum account size.
Areas of Practice
Advisor Information
Office location
1615 Bonanza Street, Suite 403, Walnut Creek, CA, 94596
Get directionsRegulatory History (1)
Customer Dispute
October 2003Other Business ActivitiesSells Insurance
Craig is an independent insurance agent selling term life and long-term care insurance, dedicating about 5% of his time to this. He also owns several other businesses, including Ameriestate Legal Plan, Investment Capital Group Mortgage, RB Capital Mgmt. LLC, Crofton Capital Management, Inc., James R. Ochinero Family, LLC, and rental properties, dedicating varying amounts of time to each.