Craig Thompson
Advisor at Asset Solutions
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Solutions
Location
Louisville, CO
Credentials
ChFC®, Series 63
Industry experience
26 years
About
Craig Thompson is a ChFC®-designated financial advisor with 26 years of industry experience. He has been the sole advisor at Asset Solutions since 2003. Asset Solutions is an independent registered investment adviser managing approximately $13.5 million for around 76 clients, mainly individual investors and small-business retirement accounts. The firm employs an active, market-timing investment approach using technical, cyclical, and fundamental analysis to rotate among sectors and asset classes, with portfolios that may be concentrated or moved fully to cash depending on market conditions.
Fee options
$0 - $250,000: 2.00% $250,000.01 - $500,000: 1.75% $500,000.01 - $1,000,000: 1.50% $1,000,000.01+: 1.25%
10% of net account growth above high water mark; fixed component 1% per annum
Account minimum: $100,000
Location
Louisville, CO
Most active in
Craig T has reported serving >5 clients in these states in the last 12 months.
California · Colorado · Louisiana · Texas
Work history
Asset Solutions
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Rocky Mountain Financial Solutions Inc.
Jeffrey D
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Westminster, CO
Scenic Wealth Management, LLC
Victor G
CFP®, Series 63, Series 65
Arvada, CO
Blueprint Financial Services
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