Craig Morgan is a CFP-designated registered investment advisor at Colmina, LLC, based in Colorado Springs, CO, with 22 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. Their firm serves 40 clients with $85M 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 $200K | 1.50% |
| $200K - $500K | 1.40% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $5.0M | 1.10% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Some clients may be on a flat or lower fee schedule or have the fee waived based on individual circumstances. In no case will a flat fee exceed 1.50% annually.
Fee Estimator
Location
Colorado Springs, CO
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 1993Other Business Activities
Craig is an owner/partner in Morgan LTD, a real estate development and land lease business, and Max V Morgan Investments, which owns real estate. He spends minimal time on each of these activities.
Employment History
Current Registrations
Colmina, LLC
Previous Registrations
Dorado Financial Planning
Innovative Adviser Solutions, LLC
Ek Riley Investments, LLCBroker
Ek Riley Investments, LLC
USAA Financial Advisors, INC.Broker
USAA Financial Planning Services
First Allied Securities, INC.Broker
Greenbook Securities, INC.Broker
Greenbook Investment Management, INC.
Xelan Financial Planning, INC.
Ek Riley Advisors, LLC
Ek Riley Investments, LLCBroker
Xelan Financial Planning, INC.
Xelan Investment Services, INC.
Summit Brokerage Services, INC.Broker
Select Capital CorporationBroker
Sal Financial ServicesBroker
Wright Investors' Service Distributors, INC.Broker
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.