Craig Johnson is a registered investment advisor at Cl Wealth Management LLC, based in Schaumburg, IL, with 36 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, Insurance Planning, and 2 more. Their firm serves 2,073 clients with $630M 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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
All fees are negotiated between the advisor and the client. A portion of the annual fee may be paid to the account custodian for billing, reporting and/or other administrative functions.
Fee Estimator
Location
425 N. Martingale Rd., Suite 1220, Schaumburg, IL, 60173
Get directionsHistory
Regulatory History (1)
Criminal
May 2012Employment History
Current Registrations
Cl Wealth Management LLC
Cabot Lodge Securities LLCBroker
Previous Registrations
Sb Advisory, LLC
Sb Advisory, LLC
Ifs SecuritiesBroker
LPL Financial LLCBroker
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Fsc Securities CorporationBroker
Aam Securities, INC.Broker
Fidelity Equity Services CorporationBroker
State Registrations10 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.