Craig Chamberlin Dewey

ChFC

Wellth Advisory Services, LLC

46 Years of Experience

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Firm Information

Wellth Advisory Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

77 advisors

Number of Clients

2,383 clients

Average Client Portfolio

$9.9M average

Assets Under Management

$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

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Areas of Practice

Investment Management

Advisor Information

Office location

Shorewood, IL

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Regulatory History (1)

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Customer Dispute

September 2005

Denied

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Other Business Activities

Craig is a partner at Strategic Retirement Partners, LLC, dedicating nearly full-time hours to selling, advising, and educating retirement plan committees. He also owns Given To Fly, LLC, a subsidiary of Strategic Retirement Advisors LLC, spending minimal time reviewing investment opportunities.