| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees can be negotiable based on a client’s risk level, fluctuating account size, distribution needs, and personal relationship or client tenure with CDP.
26 W. Dry Creek Circle, Suite 460, Littleton, CO, 80120
Get directionsNo 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.
Learn about disclosures →Craig is licensed to sell insurance in Colorado (life, health, disability, and annuities), but this is not an active part of his business and he dedicates minimal time to it. He is also the owner of CDP Financial Group, LLC, a registered investment advisor, spending nearly full-time hours providing investment advisory services.