CG
CFA

Craig Michael Golden

4 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
18 advisors
Number of Clients
860 clients
Average Client Portfolio
$579K average
Assets Under Management
$497.8M

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:From $5,000
Hourly Rate:Up to $250/hr

Nepsis charges a maximum annual advisory fee of 2.50% of assets under management, billed quarterly in advance. This fee is negotiable. An additional asset-based pricing (ABP) fee is charged in lieu of standard ticket charges: 0.20% on the first $75,000, 0.12% from $75,001 to $2,000,000, and 0.08% above $2,000,001. There is also a quarterly performance reporting/account maintenance fee of $21.25 per account. Financial planning and consulting are offered at an hourly rate of $250 or a fixed fee ranging from $5,000 and up, depending on complexity. A minimum of $500,000 is required to open and maintain an advisory account.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information

Office location

Chapel Hill, NC

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Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Nepsis, INC.
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Northwestern Mutual Investment Services,llc
September 2022 - November 2023 · 1 yr 2 mos
Northwestern Mutual Investment Services, LLC Broker
September 2022 - November 2023 · 1 yr 2 mos
Thrivent Investment Management INC.
May 2021 - August 2022 · 1 yr 3 mos
Thrivent Investment Management INC. Broker
April 2021 - August 2022 · 1 yr 4 mos
State Registrations2 states
MNNC
Advisor
Exams
No exam information available for this advisor.