Craig Bolanos is a registered investment advisor at Private Client Services, LLC, based in Marco Island, FL, with 28 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Marco Island, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig is a partner/owner in WMG Holdings, a holding company for profits interest documentation of VestGen Wealth Partners Series A units. He also owns WMG Real Estate LLC, a holding company for a commercial office building, dedicating minimal time to it, and WMG VWP Holdings, a holding company for shareholder class A distributions from VestGen Partners Series A units.
Employment History
Current Registrations
Private Client Services, LLCBroker
Private Client Services, LLC
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Princor Financial Services Corporation
Princor Financial Services CorporationBroker
MML Investors Services, INC.Broker
State Registrations29 states
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