Advisor at Cratty & Swanson Advisors L.L.C.
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
Cratty & Swanson Advisors L.L.C.
Location
Las Cruces, NM 88011
Credentials
Series 63, Series 65
Industry experience
9 years
Michael Cratty is a financial advisor with Cratty & Swanson Advisors L.L.C. in Las Cruces, NM, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with Cratty & Swanson Advisors since 2016 and also serves as president and insurance agent at Cratty & Swanson Insurance Services LLC since 2010. Cratty & Swanson Advisors provides hourly financial planning and consulting, hosts free educational seminars, and facilitates client relationships with third-party money managers without managing assets directly. The firm uses fundamental, technical, and cyclical analysis in its planning process and offers insurance products through its affiliated brokerage business.
Based on Cratty & Swanson Advisors L.L.C.
$0+: 2.00% annually (Strategic Portfolios total fee) $0+: 1.80% annually (Tactical Portfolios total fee) $0+: 1.70% annually (Allocation & Defined Outcome Portfolios total fee) $0+: 1.00% annually (Preservation Portfolios total fee) $0+: 1.50% annually (Private Wealth Portfolios total fee) $0+: $300 flat annual fee (Client Directed Accounts)
Commissions from insurance product sales by firm principals (insurance agents)
$325 per hour for financial planning services (fees negotiable)
Fee-only: Hourly financial planning at $325/hour (fees negotiable)
2540 N. Telshor Blvd., Suite B
Las Cruces, NM 88011
California · New Mexico
Cratty & Swanson Advisors L.L.C.
2016 - Present (10 years)
Cratty & Swanson Insurance Services LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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.
CFP®, Series 63, Series 65
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Series 63, Series 65
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Westwind Capital
Series 66
Las Cruces, NM
Marshall Investment Management, LLC
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