Craig Hawkins
Craig Hawkins is a CFP-designated registered investment advisor at Hawkins Capital Advisors, based in Los Angeles, CA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 21 clients with $4.1M 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 $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.60% |
Minimum annual fee of $350. Fees may be discounted but are not negotiable.
Fee Estimator
Location
Los Angeles, CA
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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 →Other Business ActivitiesSells Insurance
Craig works as an investment advisor consultant for an ETF Sigma, a financial services technology start-up firm, dedicating minimal time. He is also an insurance agent with various unaffiliated carriers, spending about 10% of his time on this activity.
Employment History
Current Registrations
Hawkins Capital Advisors
Previous Registrations
Wells Fargo Investments, LLC
Edward Jones
State Registrations1 state
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