Craig Ellis is a CFP-designated registered investment advisor at Cs Ellis, based in Zelienople, PA, with 18 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
The maximum advisory fee that can be charged is set at 2.5%.
Fee Estimator
Location
310 South Main St., Zelienople, PA, 16063
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Craig is involved with Accessible Vacations, Inc., which provides travel insurance. He is also an insurance agent selling accident & health, disability, equity indexed annuities, life insurance, and fixed annuities.
Employment History
Current Registrations
Cs Ellis
Centauri Advisory Group, INC.
Previous Registrations
Trustmont Advisory Group, INC.
State Registrations3 states
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.