Overview
- Total Firm Assets
- $371 million
- Average High-Net-Worth Client Portfolio Size
- $2.9 million
- Stated Minimum Account Size
- $1,000,000
Fee Disclosure
Source: CRAIG DUVARNEY, CFP® ADV PART 2A (2026-01-14) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 2.00% |
| $500,001 | $600,000 | 1.70% |
| $600,001 | $700,000 | 1.42% |
| $700,001 | $800,000 | 1.22% |
| $800,001 | $900,000 | 1.07% |
| $900,001 | $1,000,000 | 0.95% |
| $1,000,001 | $1,250,000 | 0.85% |
| $1,250,001 | $1,500,000 | 0.68% |
| $1,500,001 | $1,750,000 | 0.57% |
| $1,750,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $16,360 | 1.64% |
| $5 million | $37,860 | 0.76% |
| $10 million | $62,860 | 0.63% |
| $50 million | $262,860 | 0.53% |
| $100 million | $512,860 | 0.51% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 94.45%
- Number of High-Net-Worth Clients
- 120
- Total Client Accounts
- 681
- Discretionary Accounts
- 672
- Non-Discretionary Accounts
- 9
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 126911
- CRAIG DUVARNEY, CFP® ADV PART 2A (2026-01-14) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗