Craig Braemer is a CFA, CFP-designated registered investment advisor at Blossom Wealth Management, LLC, based in San Ramon, CA, with 24 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 251 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blossom Wealth Management charges up to 1.75% annually for investment management, paid quarterly. The fee is based on the value of your portfolio. Fees are negotiable and may be waived or reduced for family or related accounts. Some employee accounts may have different fee schedules based on prior agreements.
Location
San Ramon, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is a director in the San Francisco chapter of BetterInvesting, a non-profit organization focused on financial education, since 1993. He dedicates a few hours per week teaching classes on financial literacy, investing, and investment concepts.
Employment History
Current Registrations
Blossom Wealth Management, LLC
Previous Registrations
Highmark Capital Management, INC.
State Registrations2 states
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