CS

Craig Thomas Simmons

29 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
453 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$601.4M

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$300 - $600/hr

SkyOak's fees depend on the services provided. Investment management fees are based on a percentage of assets under management and can range from 0.050% to 1.95%. Financial planning fees range from $1,500 to $10,000 for an initial plan, $200 to $600 per hour, or an annual retainer of 50% of the initial plan cost. Private Wealth Manager and Family Office service fees are calculated as annual flat fees, hourly fees (minimum $300/hour), or a percentage of net worth (0.18% to 0.48%). Corporate retirement plan advisory fees range from 0.50% to 1.25%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
Loading...

Advisor Information

Office location

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

Get directions
Regulatory History
Clean regulatory record

No 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 →
Other Business ActivitiesSells Insurance

Craig is an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2002. This activity requires minimal time.

Employment History
Current Registrations
Skyoak Wealth
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Bks Advisors, LLC
June 2010 - December 2019 · 9 yrs 6 mos
Brandt, Kelly & Simmons Securities, LLCBroker
July 2003 - October 2017 · 14 yrs 3 mos
Linsco/private Ledger CORP. Broker
April 1996 - January 2001 · 4 yrs 9 mos
Smith Barney INC. Broker
November 1995 - April 1996 · 5 mos
Edward D. Jones & Co., L.P. Broker
May 1994 - October 1995 · 1 yr 5 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.
Craig Thomas Simmons - Financial Advisor | AdvisorDiscover