Craig Golden is a CFA-designated registered investment advisor at Nepsis, INC., based in Chapel Hill, NC, with 4 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 590 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Nepsis, Inc. manages investments through a wrap fee program. The maximum annual fee is 2.50% of your portfolio's value, but this fee is negotiable. In addition to the management fee, there is an asset-based pricing fee that covers the cost of security purchases and sales:
- First $75,000 — 0.20% of your portfolio per year
- $75,001 to $2,000,000 — 0.12% of your portfolio per year
- Over $2,000,001 — 0.08% of your portfolio per year
There is also a quarterly performance reporting/account maintenance fee of $21.25 per account.
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nepsis, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations2 states
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