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 $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
CDP charges an annual fee based on the value of your investment portfolio (see the table above for rates). Fees are calculated quarterly and deducted in arrears. Financial planning and portfolio consulting services are available for an hourly fee of $150 or a flat fee up to $5,000, as negotiated. A minimum investment management account is $50,000, although smaller account sizes are negotiable. Fees are negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
Areas of Practice
Advisor Information
Office location
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120
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.
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.