Craig Holm is a registered investment advisor at Redhawk Wealth Advisors, INC., based in St. Louis Park, MN, with 21 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, High Net Worth, Investment Management, and 2 more. Their firm serves 3,283 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Redhawk Wealth Advisors charges a fee based on a percentage of the assets they manage for you. This fee covers investment advice, trade entry, and account maintenance. The exact fee is detailed in your Investment Management Agreement and can vary based on the size and complexity of your portfolio. Starter accounts (less than $5,000) are charged a flat $50 annual fee. A technology fee is also applied: $5/month for accounts over $10,000 and $2.50/month for accounts under $10,000.
Location
600 Highway 169 South, Suite 1140, St. Louis Park, MN, 55426
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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.
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Craig is an Investment Advisor Representative at Redhawk Wealth Advisors, Inc. and owns Baseline Strategy LLC, which manages the revenue and expenses of his financial advisory practice. He also assists in managing office space through PCT Partners and is named as personal representative on his parents' will, though no duties have been performed yet.
Employment History
Current Registrations
Redhawk Wealth Advisors, INC.
Previous Registrations
Focus Financial
Osaic Wealth, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.