Graham Craig is a registered investment advisor at Tower Wealth Advisors, INC., based in Wheaton, IL, with 15 years of industry experience. Graham 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, Insurance Planning, and 3 more. Their firm serves 218 clients with $49M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.30% |
| $500K - $1.0M | 2.10% |
| $1.0M - $2.0M | 1.90% |
| $2M+ | 1.80% |
TWA, in its sole discretion, may negotiate to waive its stated account minimum or charge a lesser management fee based upon certain criteria.
Fee Estimator
Location
301 S. County Farm Rd, Suite D, Wheaton, IL, 60187
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 →Employment History
Current Registrations
Tower Wealth Advisors, INC.
Previous Registrations
Robert W. Baird & CO. Incorporated
Morgan Stanley Smith Barney 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.