Craig Morningstar is a registered investment advisor at Ip Financial Advisory Services LLC, based in Charlotte, NC, with 19 years of industry experience. Craig operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 2,041 clients with $460M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IP Financial Advisory Services offers managed account programs where clients pay a fee for portfolio management. Representatives customize investment portfolios based on the client's risk tolerance and investment objectives, monitoring performance and rebalancing as needed. The firm has full discretion over client accounts, but clients can set restrictions. The minimum initial investment is negotiable.
Location
5950 Fairview Road, Suite 140, Charlotte, NC, 28210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Craig owns CM Consulting and provides business consulting to CEOs of privately owned companies. He dedicates a few hours per week to about 10-20% of his time to this activity.
Employment History
Current Registrations
Ip Financial Advisory Services LLC
Previous Registrations
Dynamic Wealth Advisors
Synergy Investment Group, LLC
Cue
State Registrations1 state
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