Craig Valdes is a registered investment advisor at One Capital Management, LLC, based in San Francisco, CA, with 39 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,435 clients with $7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.95% |
| $1.0M - $2.0M | 1.65% |
| $2.0M - $5.0M | 1.35% |
| $5.0M - $10.0M | 1.15% |
| $10M+ | 1.00% |
Fees are negotiable and determined for each individual client. No additional investment management fee will be charged on client assets invested in affiliated products.
Fee Estimator
Location
101 Montgomery Street, Suite 2400, San Francisco, CA, 94104
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Regulatory 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 Activities
Craig is a director-partner at Genesis Capital Management, LLC, an investment research company. He dedicates minimal time to this role and does not offer advice or research.
Employment History
Current Registrations
One Capital Management, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
J.P. Morgan Private Wealth Advisors LLC
First Republic Securities Company, LLCBroker
Whitehall-Parker Securities, INC.Broker
Portsmouth Financial ServicesBroker
Portsmouth Financial ServicesBroker
Hutchinson SecuritiesBroker
Portsmouth Financial ServicesBroker
Hutchinson SecuritiesBroker
Baldwin Capital Partners, a California Limited PartnershipBroker
Sutro & CO. IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.