Craig Bailey is a registered investment advisor at Pension & Wealth Management Advisors, based in Waltham, MA, with 15 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 371 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Under certain circumstances, PWMA may negotiate the fee based on the portfolio being managed and the scope of the relationship.
Fee Estimator
Location
800 South Street, Suite 160, Waltham, MA, 02453
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Regulatory 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 →Employment History
Current Registrations
Pension & Wealth Management Advisors
Previous Registrations
The Leaders Group, INC.Broker
Foreside Fund Services, LLCBroker
Kotak Mahindra, INC.Broker
Poplar Forest Capital LLC
Nuveen Securities, LLCBroker
Nwq Investment Management Company, LLC
Westbourne Capital Management LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.