How does the advisor help clients – Key Takeaways:
The advisor at Craig Family Office offers personalized financial services with a focus on wealth management and preservation. They help clients meet their financial goals through thoughtful and strategic planning, utilizing their expertise in various investment vehicles and market trends.
Facts and Insights
Founded in 2002, Craig Family Office has been providing financial services to individuals and families for over 18 years. With a team of highly experienced advisors, they have accumulated a wealth of knowledge and insights in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 18 years |
Financial Services Offered
Craig Family Office offers a wide range of financial services to meet the diverse needs of their clients. Their services include:
- Wealth Management
- Investment Planning
- Retirement Planning
- Estate Planning
- Tax Planning
Client Types
Craig Family Office serves a variety of clients, including high net worth individuals, families, and small business owners. They tailor their services to each client’s specific financial situation and goals, ensuring personalized and effective solutions.
Fees & Compensation
The fee structure at Craig Family Office is transparent and based on a percentage of assets under management. This allows their interests to align with those of their clients, as they only earn more when their clients’ assets grow in value. They do not receive commissions or compensation from third-party products, ensuring unbiased advice.
Background
The team at Craig Family Office is led by John Craig, a highly experienced financial advisor with over 30 years of experience in the industry. He holds a MBA in Finance and has a deep understanding of market trends and investment strategies. The team also includes certified financial planners and investment analysts, ensuring a holistic approach to financial planning.
Financial Advisor Disclosures to Know
In accordance with regulations, Craig Family Office discloses all pertinent information about their services, fees, and regulatory history on their ADV form. This document is publicly available for potential and current clients to review and make informed decisions.