Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $8.0M | 0.75% |
| $8M+ | 0.50% |
Fee Estimator
The annual investment advisory fee ranges from 0.50% to 1.00% of assets under management. The fee is prorated and paid quarterly, in advance, based on the market value of the assets on the last day of the previous quarter. Financial planning and consulting fees are negotiable and generally on a fixed fee basis. The firm no longer imposes a minimum annual fee for new clients.
Areas of Practice
Advisor Information
Office location
111 W. Ocean Blvd., Suite 2300, Long Beach, CA, 90802
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 Activities
Craig works as an investment counselor at Halbert Hargrove/Russell LLC, a registered investment advisor, providing wealth management services. This takes nearly full-time hours.