Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment advisory fees range up to 2.25% annually, depending on the investment strategy's complexity and account size. Larger or less complex accounts may have lower fees. Some advisors establish minimum fees, potentially exceeding 2.25% annually. Financial planning fees range from $150 to $500 per hour or $1,000 to $50,000 per project. Retainer agreements range from $1,000 to $20,000 per year.
Areas of Practice
Advisor Information
Office location
2415 East Camelback Road, Suite 700, Phoenix, AZ, 85016
Get directionsRegulatory History
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 independent insurance agent and also runs a CPA practice, dedicating nearly full-time hours to the latter. He is also involved in several real estate and agricultural businesses, but spends minimal time on each.