Advisor at Pasadena Private Wealth, LLC
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Firm
Pasadena Private Wealth, LLC
Location
Pasadena, CA 91101
Credentials
Series 63, Series 65
Industry experience
31 years
Craig Colbath is a financial advisor with Pasadena Private Wealth, LLC, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has previously worked with GT Securities, Inc., Singpoli Private Wealth Corporation, and Cetera Advisor Networks. Outside of his advisory work, Colbath serves on the board of the Pasadena Symphony & Pops and is involved as an investor in a sailing charter business. Pasadena Private Wealth serves individuals, high-net-worth clients, families, trusts, pension plans, and various business entities, offering discretionary and non-discretionary asset management, financial planning, and retirement plan consulting. The firm employs a fundamental analysis approach with long-term portfolio construction while allowing shorter-term trading aligned with client goals, managing over $1.2 billion in assets through a multi-advisor team across several offices.
Based on Pasadena Private Wealth, LLC
Based on Pasadena Private Wealth, LLC
Financial Planning & Consulting: initial flat fee up to $2,500; total flat fee up to $200,000 annually; Retirement Plan Consulting: flat fee basis
$0 - $1,999,999: 1.25% $2,000,000 - $4,999,999: 0.95% $5,000,000 - $9,999,999: 0.85% $10,000,000 - $14,999,999: 0.75% $15,000,000 - $24,999,999: 0.65% $25,000,000 - $49,999,999: 0.55% $50,000,000 - $99,999,999: 0.45% $100,000,000+: Negotiable
Representatives are registered representatives of GT Securities, Inc. and receive commissions for securities sales, including mutual fund trail fees.
Financial Planning & Consulting: hourly fee up to $800/hour; Retirement Plan Consulting: hourly basis
Account minimum: $2,000,000 Fee-only: Financial Planning & Consulting: hourly up to $800/hour, flat fee up to $200,000 per annum, initial flat fee up to $2,500; Portfolio Monitoring: up to 0.5% annually; Retirement Plan Consulting: hourly, flat fee, or up to 1.00% of plan assets
2 North Lake Avenue, Suite 520
Pasadena, CA 91101
California
GT Securities, Inc.
2020 - Present (6 years)
Pasadena Private Wealth, LLC
2019 - Present (7 years)
Singpoli Private Wealth Corporation
2017 - 2019 (2 years)
Singpoli Capital, LLC
2016 - 2019 (3 years)
Singpoli Wealth Management
2016 - 2019 (3 years)
Cetera Advisor Networks
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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